Jeff Buck, AIF®, CFS
Chief Investment Officer, Private Wealth Manager
As Chief Investment Officer of E.A. Buck Financial Services, Jeff Buck leads the firm’s investment philosophy, portfolio strategy, and wealth management division. He oversees the investment management process for every client, providing strategic direction to the firm’s advisors while guiding portfolio construction, market analysis, and long-term investment decision-making.
With more than two decades of experience in financial planning and investment management, Jeff has helped shape E.A. Buck into a comprehensive financial services firm known for integrating investment management with tax planning, retirement income strategies, risk management, and estate planning. His philosophy centers on creating disciplined, evidence-based investment strategies that help clients navigate changing markets while remaining focused on their long-term goals.
In addition to directing the firm’s investment strategy, Jeff leads E.A. Buck’s–and their subsidiaries– team of Private Wealth Managers, providing investment guidance, market insights, and ongoing education to ensure clients receive consistent, high-quality advice across the organization. He is also a frequent speaker at financial and retirement workshops and events, where he tackles complex financial topics and helps individuals make more informed decisions about retirement, investing, and wealth preservation.
Before joining E.A. Buck in 2004, Jeff built a successful career in leadership and entrepreneurship. As an Executive Senior Director with Excel Communications, he developed and led a nationwide sales organization of more than 1,000 representatives. He later transitioned into real estate, where he worked as an investor and property manager throughout Southern California before bringing his business experience and passion for financial planning to E.A. Buck.
A lifelong Hawaii native, Jeff graduated from Kaiser High School before earning his Bachelor of Science in Business from San Diego State University. Jeff holds his FINRA Series 7, Series 24, and Series 66 registrations, as well as the Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist® (CFS®) professional designations, and has served on the boards of the Hawaii Council on Economic Education and the Community Council at Koko Head Elementary School.
The purpose of the Accredited Investment Fiduciary (AIF®) Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.