Who We Are

Getting to Know Your Partner in Planning

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Jeff Ogston, CFP

®

Financial Planner

Understanding that traditionally, financial planning has been somewhat exclusive, Jeff started Gap To Gap Financial with the idea of being able to bring financial planning to those who needed it most; people like him. By eliminating the traditional hurdle of requiring a minimum amount of investable assets, and by providing ongoing planning for a monthly fee, Jeff is able to bring financial planning to a wider range of clients.  Jeff's goal is establish a personal connection with each of his clients in developing a plan that is specific to them.

With a BA in Economics/Finance, Jeff spent his early years learning the financial services industry, before turning his focus into teaching.  Jeff spent 13 years as a high school Math and Finance teacher, where he used his background in economics and finance to share with his students the importance of understanding all aspects of personal finance.  While the world of education served a very important purpose, Jeff decided that he wanted to expand that world and return to educating those in need of financial guidance.  

Outside of the office, Jeff stays active and thoroughly enjoys sports.  Often times you can find him at a baseball field watching his lifelong passion, or spending time with his wife, Michele, and kids, Breanna, Devon, Sophia, and Chloe.

(707) 481-8990

5037 King Pl., Rohnert Park, CA 94928

Gap To Gap Financial (“Gap To Gap”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Gap To Gap in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gap To Gap, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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