Jeffrey J. Pritchard, CFP, CAP



For thirty-five years, Jeff Pritchard has worked with some of the nation’s premier wealth management organizations, advising families how to best achieve their multigenerational financial and philanthropic goals.

Much of his career has been spent in the investment field, culminating as senior VP with US Bank overseeing trust and investment management sales in eight western states. He transitioned to the non-profit arena in 2007 as the National Key Account Manager for Schwab Charitable’s $10 billion Donor Advised Fund. Thereafter, Jeff served as the Director of Philanthropic Services for the Greater Tacoma Community Foundation.

Jeff received his Bachelor of Arts degree from the University of Southern California, holds a master of business administration degree (MBA) from the University of California at Long Beach, is a certified financial planner (CFP) and a chartered advisor in philanthropy (CAP). 

Jeff has served on numerous not-for-profit Boards including Rotarian Malaria Partners, Washington Planned Giving Council, Bainbridge Island Community Foundation, USC Alumni Board of Governors, Helmets for Youth Foundation, and Seattle Rotary Service Foundation.

He is the author of five other books and has been quoted in national publications such as US News & World Report, Trusts & Estates, Money, and USA Today

In his spare time Jeff is an avid mountaineer having climbed throughout the Pacific Northwest as well as international peaks such as Alpamayo in Peru and Satopanth in northern India.