Jeff Zamora graduated from Texas Tech University with a Bachelors degree in Personal Financial Planning. While pursing that goal, he interned at PFG Advisors under the mentorship of Brian Pitaniello, whom he had known as his baseball coach in high school.
In 2010, Jeff joined PFG Advisors as an associate. It was an exciting time at the firm, and Jeff played a critical role in the transition to a fee-based planning system. Once that process was implemented, Jeff’s role changed to providing research, analysis and recommendations in support of clients’ financial plans.
Jeff is dedicated to helping clients organize their financial lives using the eMoney financial planning system so that they may have easy access to their finances, and see their goals in action. He particularly enjoys working with business owners. “Our job is to create awareness about the importance of planning, so that our clients will choose to take action toward their financial goals,” says Jeff. He admits that it takes patience and determination to do this work, but that he loves his job because of the opportunity to profoundly touch peoples’ lives.
Jeff is most passionate about his relationship with God, and his family. In his spare time, he enjoys playing the piano — which he started to learn at age 28!
Jeff and wife, Alex, and their daughters, Annie and Naomi, reside in Lubbock.