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Institutional Asset Management

Jeff Buckner

CFP®, MBA, AIF®

Founder, Chairman and Co-Chief Investment Officer

Email: jeff@plancorp.com |  Phone: (636) 532-7824 |  Connect on Linkedin

Schedule a Consultation Take Financial Assessment

Jeff Buckner

CFP®, MBA, AIF®

Founder, Chairman and Co-Chief Investment Officer

Email: jeff@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin

Schedule a Consultation Take Financial Assessment
Biography

Jeff is Plancorp’s Founder and Chairman, as well as a Co-Chief Investment Officer of both Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Without the confines of commissions or sales incentives, he knew that Plancorp would be able to provide the highest level of authentic, genuine client service. His team-based approach ensures that clients build relationships with the entire firm, while benefitting from each individual’s expertise.

Jeff graduated from the University of Missouri-St. Louis with his BS in Business Administration. He later returned to the school to earn his MBA in Finance. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council. He is currently a board member of the A.R.C. Angels Foundation, which provides educational programs to help empower teens to prevent suicide.

Jeff’s outside interests include bass fishing in Mississippi, pheasant and duck hunting, traveling with friends and family, watching Ole Miss football and baseball, fly fishing in the wilds and spending time with his Wildrose labrador retrievers, Rebel and Zeus.

Community Involvement
Education
  • University of Missouri, St. Louis, Missouri, B.S. Business Administration, 1976
  • University of Missouri, St. Louis, Missouri, M.B.A., Finance 1981