District Financial Planning is a premier Washington, D.C. area Comprehensive Financial Planning and Wealth Management firm.
Jeffrey C. Settle, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Owner of District Financial Planning
Jeffrey Settle is a Virginia native spending most of his years in Virginia Beach, VA. He attended Virginia Tech in Blacksburg, VA where he earned his Bachelor’s Degree in Finance and minored in Sociology. Since 2004, Jeff has been serving the needs of busy professionals by helping them to pursue their financial goals. In 2007, Jeff was recruited to move to the DC area to help lead a team of new financial advisors. Jeff learned that his passion was with helping his clients and got back into practice for himself. In 2009, Jeff earned his CFP® designation (CERTIFIED FINANCIAL PLANNER™ Practitioner). In 2011, Jeff made the decision to become an independent financial advisor where he could help the needs of his clients and have the freedom and the resources to give his clients the best advice, products, tools, and service.
I help busy professionals take control of their finances through comprehensive financial planning.