Broker Check
Jeff Herbek, RICP®

Jeff Herbek, RICP®

Financial Advisor

(208) 810-4269

jeff@swealthplan.com

I have served as a Financial Advisor since 2007, committed to partnering with clients as they pursue their financial objectives and retirement aspirations. I hold a Bachelor of Science in Business Management from Boise State University and earned the designation of Retirement Income Certified Professional (RICP®) from the American College of Financial Planning. I specialize in designing income strategies designed to empower my clients to transition seamlessly from earning traditional wages to generating retirement income through investments.

Raised on a family farm in the Midwest, I developed a strong work ethic and problem-solving skills. My experience as an Idaho wilderness guide further honed my abilities in perseverance and leadership during challenging circumstances. These qualities—leadership, communication, diligence, and analytical thinking—contribute to my effectiveness as an advisor.

I place great importance on time spent with my family. Together with my wife, three children, and our black Labrador, I enjoy camping, fishing, and hunting whenever possible. I am dedicated to making a positive impact, living authentically, and prioritizing faith, family, clients, friends, and community in all aspects of life.