Prior to co-founding Vista Wealth Partners, Jeff McNaughton has been a Financial Planner with Equitable Advisors in Dallas, Texas, since 1994. Jeff started his career in finance in 1982 when he became a CPA for Ernst & Whinney (now Ernst & Young). He carried his passion for Financial Services into his role as a stockbroker for Shearson Lehman in 1988.
As a Financial Planner, Jeff offers a variety of services to his clients including comprehensive financial advice, estate planning strategies and insurance expertise. Jeff also focuses in life, health and disability income insurance, as well as long-term care insurance. In the small business market, Jeff is experienced in retirement plans.
Jeff attended Oklahoma State University and graduated with BS in Accounting in 1982. He also completed the Retirement Plan Specialist title that is awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Jeff is a Qualified Plan Specialist, enabling him to assist small businesses to set up and manage retirement plans. He successfully passed the rigorous exams to become a Certified Financial Planner professional (CFP), a Chartered Financial Consultant (ChFC), and was previously a CPA. He has his life and health insurance licenses as well as the following FINRA registrations: Series 6, Series 7 and Series 65.
Jeff is happily married to his wife, Lou Ann. They have two children and are proud empty nesters. In his spare time, Jeff enjoys golf, tennis, traveling and watching sporting events. He also loves hunting, fishing and going to the theatre. Jeff is an active member of Munger Place Church and the Rotary Club of Park Cities.
Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.