CITRUS WEALTH MANAGEMENT - Key Persons
As a young man, Blaine enjoyed discussing finances and stock prices with his grandfather. This interest sparked a career in finance that began in 2013. Blaine holds his Bachelor's degree in Economics, earned his MBA from the University of Redlands, and is an Accredited Asset Management Specialist (AAMS). Blaine and his wife Kelly reside on Whidbey Island in Washington State with their twins, Oliver and Ainsley, born in February of 2020. He enjoys being a dad, gardening, and traveling.
Blaine Shira holds an Accredited Asset Management Specalist® (AAMS® ) certificate. AAMS® is a professional designation for financial professionals. The program provides advisors with strong fundamental financial knowledge with an additional focus on asset management.
When he was young, Jeff's father opened a small investment account for him. He emphasized the importance of planning for and fostering his financial future. Jeff applied this philosophy to his professional life, graduating from California State University, San Bernardino with a degree in Information Management and Finance. Jeff then began a lifelong career in spreading his father's wisdom. Jeff resides in Yucaipa and is actively involved in the community. He enjoys spending time with his family, golfing, camping, hunting and fishing.
Job Titles:
- Client Services Coordinator
Michele is the backbone of Citrus Wealth Management. She's been working in client support services for seventeen years, so she knows her stuff. She grew up in Yucaipa and resides in Mentone with her furry children, Shasta and Mikey. Michele currently holds the title of World's Best Aunt, and loves camping and spending time with her family.
Raymond James Financial is the broker/dealer for Citrus Wealth Management. Founded in 1962, Raymond James is a broker/dealer with approximately 8,200 advisors and $930 billion in client assets.* Raymond James facilitates an independent approach: one that allows their wealth managers the freedom to provide unbiased advice without influence on investment selections.
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