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Jeffery L. Akers, CFP®

Jeffery L. Akers, CFP®

Vice President | Financial Planning Advisor

(410) 692-9870

jeff@akersfinancial.com

Jeff joined the financial services industry in 2000 and is Vice President of Akers Financial Group.  He holds licenses in life and health insurance, series 7 and series 66. Jeff is a FINRA General Securities Representative and is CFP® certified. He is a graduate of Virginia Tech and has completed two advanced degrees, including a Master of Arts in Marriage and Family Counseling.  He co-hosts "Winning in Retirement" radio show on WCBM 680 and 105.7 - The-Fan.  Jeff is uniquely qualified to help clients decipher their financial needs and goals. He specializes in the creative development of conservative strategies, helping retirees to preserve their assets while seeking reasonable growth.

Jeff’s primary responsibilities include:

  • Developing, servicing, and delivering financial plans to clients
  • Conducting research concerning market conditions and available products
  • Assisting in developing client event presentations
  • Meeting with clients to discuss investment strategies
  • Helping clients to feel secure and stress-free financially during retirement

Jeff serves on the Planned Giving Committee for the Arc Northern Chesapeake Region.  He also enjoys serving his community through Crossroads Community Church where he serves as an Elder and Community Group Leader and spending time with his wife and two sons.  He and his wife, Lynn, reside in Bel Air.