Jeffrey T. Smith | TIAA Bank

Jeff earned his undergraduate degree from the University of California, Davis. He also holds a Masters in Business Administration, with an emphasis in finance, from the Haas School of Business at the University of California, Berkeley. He is a registered Series 65 Investment Advisor Representative, licensed California Real Estate Agent/Mortgage Loan Originator, and a Personal Finance Advisor at Opes Advisors.

Jeff and his wife, Melanie, live in Mill Valley with their two daughters.


Jeff works closely with:

Realtors, Family Law Attorneys, Estate Attorneys and CPA/EA’s.


Additional Certifications and Awards:

•MBA UC Berkeley
• Haas School of Business BA
• Personal Finance Advisor
• Top 1% mortgage originator in the US (Mortgage Executive)