California Institute of Finance — CIF

Jeffrey Schleien

Jeff Schleien is a graduate of California Lutheran University's MBA program graduating with honors. He received his Bachelors degree in Economics from UCLA.

Jeff has over twenty years of financial services experience. Starting as a stockbroker 1987, Jeff's career branched out to include running an insurance department working with high net worth and high profile clients in the entertainment industry.

He has delivered seminars to thousands of employees of Fortune 500 companies on a variety of financial topics including retirement planning and insurance.

In addition to being an adjunct faculty member at CLU, Jeff is currently working for MetLife.

In Jeff's financial planning practice, he works with individuals to coordinate their assets and structure their insurance programs to reach their financial and personal goals.

Areas of Expertise

Risk Management - risk management requires the coordination of insurance to address personal and business risks.

Financial Planning - reaching your financial goals requries careful planning. Do you know the steps to achieve financial independence?

Making your money last - with people living longer in retirement, how will you make your money last a lifetime?

Long Term Care Insurance - one of the great crises of the 21st century will be the need for care when we become frail.

Motivation - as a cancer survivor, I have learned first-hand the importance of prioritizing our lives to achieve work/life balance.

Resume

Marketing and Training Director
MetLife Financial Services

Financial Planner and Agency Director
MetLife Financial Services

Territorial Director of Annuities
MetLife Financial Services

Vice-President, Assante Estate and Insurance Services

B.A. Economics, University of California at Los Angeles

Masters in Business Administration, California Lutheran University