Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Jeffrey Hill, CFP, AWMA

Financial Advisor

Jeff joined The Encompass Wealth Management Group in April of 2017 from UBS's Northern California market where he was the Wealth Planning Analyst. He has extensive experience simplifying clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. Jeff is committed to understanding you, your family, business and personal priorities, as well as your total financial picture.

A fourth generation Bay Area native, Jeff graduated from the University of Nevada, Reno with a B.S. in Business Administration. He has earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor® designations, two professional designations that require rigorous education, examination, experience and ethics requirements. He holds the Series 7, 9, and 66 securities licenses and Life, Health, and Long Term Care insurance licenses. He is active in charities that support the environment, military, pets, and children including The Guardsmen, The Monte Foundation, Surfers Healing, League to Save Lake Tahoe, and Protect our Winters.


Personal & Community

  • The Guardsmen
  • The Monte Foundation
  • Protect our Winters
  • League to Save Lake Tahoe
Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI
  • WY

  • UBS Rising Advisors, 2021

Education

  • B.S. Management, University of Nevada, Reno

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597
  • (925) 746-6340

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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