Jeff Locke, CFP®
Wealth Strategist
Career in Financial Planning & Literacy
Jeff is a Wealth Strategist and a CERTIFIED FINANCIAL PLANNER™ (CFP®) at AWM Capital. Prior to joining AWM Capital he spent 3 years as an advisor for an RIA, specializing in creating and executing financial plans for the firm’s most affluent clients.
His passion for financial education and literacy began as a college athlete at UCLA through an extended internship with the National College Players Association. He also helped his teammates with cash flow management, helping them proactively plan for their monthly income and expenses. After spending NFL off-seasons interning at a venture capital and investment management firm, Jeff gave financial education presentations to the NFL rookie groups for each of the teams he played on.
Former NFL Player
Jeff played in the NFL for 5 seasons. He was drafted in the 5th round of the NFL draft by the Minnesota Vikings, playing there for 4 seasons before continuing his career with the Colts, Lions, and 49ers.
He feels that one of his purposes in life is to help professional athletes achieve their goals while making a lasting impact on multiple generations of their family and community.
Education
Jeff received a B.S. in Economics from UCLA, earning recognition for his academic achievements. He also received his Certificate of Personal Financial Planning from UCLA.
Personal Life
Jeff and his partner Makela reside in Calabasas, CA. They have a small dog named Zoe. Jeff loves hiking, golfing, reading books across various genres, and cheering on his former UCLA and NFL teammates on Sunday.
He is also a board member and mentor of the 3rd Decade, a non-profit that provides financial education and conflict-free financial mentoring for young adults.