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J K
Series 66
Remote
Cadenza Financial Planning
J Keffury is the sole advisor at Cadenza Financial Planning, holding a Series 66 credential with 12 years of industry experience. His prior roles include positions at UBS Financial Services and H&H Retirement Design and Management, as well as two decades operating under Todd Keffury. Outside of advisory work, he operates Cadenza Tax Services LLC, a tax preparation firm affiliated with his practice. Cadenza Financial Planning serves individuals, high-net-worth clients, charitable trusts, family foundations, corporations, and other entities, offering discretionary portfolio management along with comprehensive financial planning on an hourly, project-based, or ongoing basis. The firm generally employs long-term, passive portfolios constructed with diversified index mutual funds and ETFs, using a mixed analysis approach and limited options strategies, and operates fully virtually with a pending SEC registration.
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