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Jeff Buckner

CFP®, MBA, AIF®

Founder, Chairman and Co-Chief Investment Officer

Jeff Buckner

CFP®, MBA, AIF®

Founder, Chairman and Co-Chief Investment Officer

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

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

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