Jeff Eulberg, JD, CFP®

Managing Director, Family Office; Partner
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Jeff is Managing Director of Evergreen Gavekal’s Family Office in Bellevue. His expertise plays an integral role in maintaining and advancing the services our firm offers to Family Office clients. A CERTIFIED FINANCIAL PLANNER, Jeff joined Evergreen Gavekal in 2005. 

Jeff is an alumnus of Portland State University, where he earned an undergraduate degree in finance. He also holds a law degree from Seattle University where he graduated Cum Laude. 

Jeff previously served on O'Dea High School's Board of Directors from 2011-2018. From 2015-2022, he served on the Board of Trustees and was the Finance Committee Chair of the Portland State University Foundation. Jeff currently serves as a foundation board member for Overlake Hospital in Bellevue, WA. He is also on the Board of Trustees and serves as the Treasurer of Uplift Northwest – a nonprofit focused on serving the Seattle homeless community.

In his free time, Jeff likes to play golf with his family at Tumble Creek and vacation in Hawaii.

Jeff was listed in Forbes Best-in-State Wealth Advisors 2024.

Forbes also named Jeff #9 Best-in-State Wealth Advisors in 2020, as well as Top 25 Next-Gen Best-in-State Wealth Advisors 2019.

DISCLOSURE
The rating of 2019 Top Next-Gen Wealth Advisor is based off several factors set by the Forbes and SHOOK Research. Forbes states the ranking are “based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.” There were 29,334 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology and list.
https://www.forbes.com/sites/rjshook/2019/06/25/2019-top-next-gen-wealth-advisors-methodology/#563860325630

The rating of 2020 Best-In-State Wealth Advisors is based off several factors set by the Forbes and SHOOK Research. According to Forbes the requirements for the list include; 7 years as an advisor, minimum 1 year at current firm, Advisor must be recommended, and nominated, by Firm, completion of online survey, over 50% of revenue/production must be with individuals, acceptable compliance record. Both quantitative and qualitative factors, including telephone and in-person meetings are used to determine the list. Factors include revenue/production, AUM, client related data (such as retention), service model, investing process, fee structure, breadth of services, credentials, community involvement, use of team & team dynamics, community involvement and discussions with management and peers. There were 32,000 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology.

https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#4e3aa75cfedc
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