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JEFFREY WERDESHEIM

FINANCIAL ADVISOR

MANAGING DIRECTOR-INVESTMENTS

JEFFREY WERDESHEIM

Contact Info

o.  310 446 7330

f. 310 446 7411

Registered In
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Biography

As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.