Management

 

Jeffrey M. Ostrum, CFP*

Managing Principal
Palo Alto, CA

Jeff Ostrum is the Managing Principal of our West Coast operation based in Palo Alto.  He relocated from the Boston office in 2006, and now he and his team actively manage large life insurance portfolios for approximately 65 families.

Jeff is often referred to families by their estate planning attorneys, family offices, tax planners, and wealth managers who seek to optimize the performance of life insurance as a planning tool and/or asset class.

Jeff often presents at national industry events and is routinely engaged by other life insurance professionals to manage their most complex client matters. In 2014 he was a panelist at the Jerry A. Kasner Estate Planning Symposium and the Annual Meeting of the CA Tax Bar and CA Tax Policy Conference.

Jeff joined Financial Architects Partners as part of the management team in 2002. Prior to joining FAP, Jeff managed Sales teams for three national technology companies where he was responsible for New York, Chicago, New England, and Bay Area markets.

Jeff is a Certified Financial Planner™ and a member of the San Francisco Estate Planning Council.
Outside of FAP, he avidly follows his son's baseball and basketball teams in Los Gatos, and runs, skis, and bikes. He currently serves on the Advisory Board for the San Francisco Foundation and Project Cornerstone of Silicon Valley (YMCA) and is a proud supporter of the Melanoma Program at the Stanford Cancer Center.

You may not know that in 1992 Jeff completed a cross country bicycle trip from San Francisco to Washington D.C., covering 3,800 miles in 35 days.
 

Education:

CFP®, Boston University
Bachelor of Arts in Marketing, Bentley University

Contact:

260 Sheridan Avenue
Suite 401
Palo Alto, CA 94306
650-252-1700