Jeff Coontz designs, develops and implements fiduciary support services for qualified retirement plan clients. Prior to joining Prudent Investor Advisors, LLC, he was an investment advisor with a registered investment advisory firm for ten years and headed up that firm’s retirement plan department.

Mr. Coontz is a leading authority in providing fiduciary services to plan sponsors which makes him a sought-after speaker at national and regional 401(k) conferences.

Mr. Coontz graduated from California State University, Humboldt with a degree in business administration, with an emphasis in finance.

To learn more about our other Advisors, please click the appropriate link below:

• W. Scott Simon
• Gary K. Allen
• Brian R. Taylor

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