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About Us

Please sign up for one of our workshops today.


Jeff

 

 

Jeffrey D. Bliss, CEP, RFC

Jeffrey D. Bliss, CEP, RFC began his financial services career in 1978. In February 2009 Jeff established himself as an Investment Adviser Representative (IAR). Being an IAR carries with it a fiduciary duty—meaning “client’s best interest first.”  

During the past several years Jeff has conducted educational workshops for professional groups, union members, non-profit organizations, retirees, and, groups of active employees seeking information to help preserve and protect their savings and retirement.

Jeff specializes in working with clients who desire strategies and methods to increase their potential for growth and lifetime income while lowering fees, risk and other costs associated with investing. He strives to achieve these results while providing the highest level of integrity and professionalism.

  • Jeff has over 32 years experience.

  • Jeff speaks frequently on the subjects of wealth building & income strategies.

  • Jeff has formed strategic alliances with other professionals such as CPA’s, Attorney’s and other experienced specialists in order to facilitate the implementation of strategies and methods to fulfill the goals and objectives of his clients.

  • Jeff can assist in developing a successful financial model. This new model may generate more wealth and help preserve it in a more efficient manner than typical “boiler-plate” methods.  



Wealthwise Staff

 

 

Loni D. Bliss,
Office Administrator

Loni has been with Wealthwise since it's humble beginings and has provided her support and direction in all of the firm's growth and ventures. She has proved herself to be an extremely important asset to the Wealthwise team. Loni oversees all of the daily operations of Wealthwise, manages all of the firm's finances, and directs supplies and aquisitions. She is highly motivated and trained in all aspects of Wealthwise customer care and client services. She has been happily married to Jeff Bliss for many years and they have two adult daughters.

 

 

Jennifer L. Ramirez,
Public Relations Coordinator

Jennifer has been employed with Wealthwise since 2007. You may have had the opportunity to meet Jennifer at one of our educational workshops as she is the firm's event coordinator. She manages all workshop preparation, sets and confirms all office appointments as well as handles all follow up for prospective Wealthwise clients. In addition, Jennifer is actively involved in the firm's marketing efforts and customer service. Jennifer has been happily married since 2006 and is currently going to college, in an effort to further advance her career. She anticipates meeting our new clients and welcoming you to our Wealthwise family.

 


We are committed to protecting your privacy. The information you enter on our site is held in confidence between you and us. We do not sell, trade, or rent your personal information to others. This privacy statement discloses how the information you provide is used and protected. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Jeffrey D. Bliss is not a CPA and does not offer tax and/or legal advice. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital.