Jeff Filoon is a Financial Planner with Vista Wealth Solutions, where he works with business owners, executives, and families to make more proactive and coordinated financial decisions. His planning work focuses on connecting business planning, cash flow, tax strategy, risk management, and personal wealth planning so clients can make decisions with greater clarity and intention.

Jeff’s professional focus is especially centered on privately held business owners, helping them think beyond day-to-day operations and better align the success of their company with their long-term personal, family, and financial goals.

A graduate of Father Judge High School and Temple University’s Fox School of Business, Jeff remains closely connected to the Greater Philadelphia community. He is active as a youth basketball and baseball coach and serves as a corporate sponsor for Temple University’s Professional Sales Organization.

Education

Fox School of Business at Temple University (2016-2019)

Community Involvement

Coaching