Jeff Pisan, CFP®, AAMS®
Jeff Pisan, CFP®, AAMS® has over 15 years of experience in the field of financial planning. Jeff joined Tallus Capital Management in 2012 after holding positions previously at Edward Jones and Merrill Lynch/Bank of America. Jeff has extensive experience in personal financial planning including charitable giving, management of assets, creating financial plans prior to as well as in retirement, and insurance. Jeff works closely with CPA’s and attorneys as a valuable team resource in the planning process.
Jeff received his Bachelors of Science degree in Managerial Economics from Oregon State University with a minor in Business Administration. Jeff graduated in three years with Magna Cum Laude honors. He completed his Accredited Asset Management Specialist designation through the College for Financial Planning. Jeff currently holds his Life, Disability and Variable Annuity license with the State of Oregon.
Jeff believes strongly in taking the time to listen to his clients to truly understand their goals and objectives. This is crucial to providing sound investment advice. He strives to maintain trust and deliver a top notch client service experience.
An Oregonian for life, Jeff grew up in Klamath Falls in southern Oregon. He currently spends time in both Bend and Portland. He enjoys sports, staying active in the areas numerous local activities, being involved in the community and spending time with family and friends. He is married to his amazing wife Sara and currently have two children – a daughter named Emma and a son named Jack. Jeff’s community involvement consists of volunteering and giving back to local animal organizations.