Broker Check

About

Jeff Beebe, CFP®Certified Kingdom Advisor®

Jeff Beebe, CFP&#174;, CKA&#174;<sup>Founder and President</sup>

I help people make investment choices to meet their long term financial objectives while aligning their investments with their faith convictions.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® my approach to financial planning advice is rooted in the belief that Biblical principles transcend time, economics, tax laws, political structures, and language. Through these principles I am convinced we can identify how to write a meaningful story with our lives and use our finances to support a meaningful life, not become our life. This is the essence of the tagline, “Making Money Meaningful”

Team Member<sup>Position</sup>

As a financial advisor I specialize in helping clients align their investment choices and strategies with their faith values and convictions through Biblically Faithful Investing. We utilize investments that best reflect Kingdom activities. Under the umbrella of Biblically Faithful Investing, I strive for the best returns based on your individual risk tolerance, needs, and objectives. 

I married my wife Nicole in 2003. We are both native Northern Michiganders. We have two daughters and three sons and live just outside of Traverse City, Michigan. We have been members of West Side Community Church in Traverse City since 2004.

Credentials

  • Entered the Financial Planning industry: 2003
  • Board of Elders at West Side Community Church in Traverse City, MI: 2007-2009
  • Financial Counselor Training through Dave Ramsey’s organization: 2008
  • IRS Annual Filing Season Program (AFSP) Participant: 2012
  • CERTIFIED FINANCIAL PLANNER™: 2012
  • Certified Kingdom Advisor®: 2016
  • G.A. Repple Planned Giving Consultant: 2018
  • Professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity

Christian Family Financial
Making Money Meaningful

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