Jeffrey Cedarholm

CFP®, ChFC®, CLU®
NAPFA Registered Financial Advisor
President and Chief Investment Officer, Longview Financial Advisors, Inc.

 

EDUCATION:

  • Certified Financial Planning Professional Education Program, College for Financial Planning, Denver, CO., 2000

  • Chartered Financial Consultant, The Amercian College, Bryn Mawr, PA. 2002

  • Chartered Life Underwriter, The American College, Bryn Mawr, PA. 2003

  • Value Investing, Columbia University, 1999

  • B.S. Geology, Washington & Lee University, 1974

CERTIFICATIONS:

  • CERTIFIED FINANCIAL PLANNER™ Professional

  • Chartered Financial Consultant

  • Chartered Life Underwriter

  • NAPFA Registered Financial Advisor

BUSINESS EXPERIENCE:

  • Merged firm to form Longview Financial Advisors, Inc. 2010
  • Founded Longview Financial Advisors, LLC 2008 - 2009
  • Cedarholm Advisors / Cedarholm & Eugenias 2000 – 2008
  • ESI Metals Corporation – global metal fabrication / installation for the paper industry – 1974 – 1999.