Jeff Stephens, AIF, CLU, ChFC

Client Executive

Jeff Stephens joined Marsh & McLennan Agency (MMA) as a client executive sales in 2018. He is responsible for selling and servicing qualified retirement plans, and works to advise our Employee Health and Benefits and Business Insurance sales teams on developing existing client relationships.

Prior to coming to MMA, Jeff worked as an independent retirement plan advisor affiliated with a CPA firm. Since 2002, he has focused his time and energy on qualified retirement plans and the development of systems and processes that guide plan fiduciaries in their efforts to oversee their retirement plans in a prudent manner.

Jeff earned a Bachelor of Science degree in finance from San Diego State University. He also holds his Accredited Investment Fiduciary (AIF), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations.

Phone (925) 482-9316