Jeff Cathersal
FINANCIAL ADVISOR
Phone:
Empowering Business Owners and Employees with Tailored Financial Solutions for Growth and Prosperity
CRD #4522759
A Bit About Me
I’ve been a Financial Advisor for over 20 years, and my education and experience have shaped the way I connect with and support my clients.
Born and raised in Tacoma, I earned my BBA from the University of Portland.
When I’m not helping clients plan for their financial future, I enjoy golfing, hiking, skiing, and spending time with my wife, Kate, and our two daughters.
Why partner with Penny Lane Wealth Management?
Having the right financial guidance can help you navigate both life’s planned milestones and unexpected challenges.
When you work with us, you can expect:
Personalized financial advice tailored to your unique goals and circumstances.
Thoughtful recommendations for a well-balanced portfolio and strategies to safeguard against uncertainty.
Ongoing check-ins to track your progress and adjust as needed.
Anytime access to your investments to keep you in control.
If you're one of my clients and I ask you, “Who truly impacted your financial journey?”
—I want to be that person.
