Jeffrey Salyer, CFA
Director Client Advisor San Francisco
San Francisco, CA 94105
Fax
206.707.7399Before joining Freestone, Jeffrey was a Vice President and shareholder at an investment consulting firm, where he spent nearly a decade advising institutional clients. In addition to working closely with clients, he was a member of the firm’s Client Policy Review Committee and contributed to several firmwide initiatives.
At Freestone, Jeffrey is a Director and Client Advisor partnering with families and individuals to create thoughtful, long-term wealth management strategies. His role centers on building trusted relationships and guiding clients through every aspect of their financial journey.
Education
Jeffrey earned a B.S. in Business Administration with a concentration in Finance, graduating with honors from Saint Mary’s College of California. He holds the Chartered Financial Analyst (CFA) designation.
Outside Freestone
Born and raised in San Francisco, Jeffrey enjoys exploring the city with his wife and making the most of its food, culture, and outdoor spaces. He loves traveling, golfing, spending time outdoors, and cooking with his family. Jeffrey has a soft spot for animals of all kinds and gives back to his community by volunteering with programs that promote financial literacy for students and young adults.
San Francisco, CA 94105