Jeffrey M. Viveros, Strategic Financial Services CEO at Strategic Financial Services | WiseIntro Portfolio
Jeffrey M. Viveros, Strategic Financial Services CEO at Strategic Financial Services | WiseIntro Portfolio

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Jeffrey M. Viveros, Strategic Financial Services CEO at Strategic Financial Services | WiseIntro Portfolio

Jeffrey M. Viveros

Strategic Financial Services CEO

Strategic Financial Services

An experienced financial advisor, Jeffrey M. Viveros holds dual bachelor’s degrees in finance and real estate from the University of Texas at Austin. Shortly after graduating in 1984, he relocated to Corpus Christi, Texas, where he established the comprehensive investment and retirement planning firm Strategic Financial Services. Jeffrey M. Viveros continued to complete postgraduate training in multiple fields and ultimately earned recognition as a Master IRA Advisor through Ed Slott and Company.

In addition to serving as president and chief executive officer of Strategic Financial Services for 33 years, Jeffrey M. Viveros has earned multiple awards for his ongoing community service efforts. He makes regular donations to his local church and several regional schools.

Mr. Viveros is also a devoted husband and father who places great importance on spending time with family. Also a 12-handicap golfer, he has played around the world at internationally recognized courses such as Pebble Beach in Monterey County, California.

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