Jeffrey Alderfer, CFP®
Chief Operating Officer
Jeffrey embraces the Air Force Core values of “Integrity first, service before self and excellence in all we do.”
Jeffrey is proud of his Pennsylvania Dutch roots that date back to the 1700s. He has lived an incredible life.
Fascinated with airplanes from an early age, Jeffrey earned an appointment to the U.S. Air Force Academy. After graduating with a degree in aeronautical engineering, he served more than 27 years as an Air Force pilot. During his time in the military, he flew special operations missions during the first Gulf War and the Bosnia conflict; and finished out his flying career with an extended deployment to Iraq and Afghanistan in 2003. He retired in 2009 at the rank of Colonel.
After he retired from the military, Jeffrey earned his CERTIFIED FINANCIAL PLANNER® certification. Soon after, he founded a financial planning firm which he later sold.
Jeffrey then went to become an Adjunct assistant professor at Temple University and a guest lecturer at Bryn Mawr College. This experience has helped him explain complex financial topics to his clients. Working at KCA Wealth Management, he continues to educate students on financial planning topics such as personal finance, budgeting, credit, time-value of money and investing principles.
Jeffrey enjoys spending his spare time with his wife, their three dogs, two cats and two horses. An adrenalin junkie, you can also spot him in the outdoors on the running trail, motorcycling or maybe flying a Cessna 180 tail-dagger!
With over 15 years of financial planning and investment management experience, Jeffrey has helped his clients develop holistic financial plans to reach their personal and retirement goals. He is so passionate about finance that prior to joining KCA Wealth Management, Jeffrey taught personal finance and investing fundamentals at Temple University and Bryn Mawr College.
Prior to teaching, Alderfer served as the Director of Financial Planning for Convergent Financial Strategies, LLC after the company acquired Alderfer Financial Planning, the firm he founded in 2005.
Founding, scaling and selling his own firm has provided Jeffrey the unique knowledge of working as COO for KCA Wealth Management. He is ecstatic most about promoting the firm’s vision and culture to create a connection with the community and manage relationships with the firm’s partners and vendors.
As an active member of the financial, business and estate planning community, he holds the designations, certifications and affiliations below:
- CERTIFIED FINANCIAL PLANNER®
- Master of Science in Systems Management from the University of California
- Bachelor of Science in Aeronautical Engineering from the U.S. Air Force Academy