Former U.S. Army Artillery Officer Jeffrey Von Behren brings CFP®, CPFA®, and CRPC™ credentials to wealth management in downtown San Diego as a Senior Vice President within The Roel Von Behren Group at Merrill Lynch on B Street. Data-intensive financial modeling draws on quantitative analysis to map retirement income projections against IRS audit triggers and California Franchise Tax Board exposure, a domain of tax-law intersection navigated at CI Tax Law, Inc. in Bankers Hill. Von Behren holds a B.A. in Economics from Pomona College and an M.A. in Economics from the University of Oklahoma, applying macroeconomic frameworks to individual portfolio stress testing since joining Merrill in 1999. Tax-deferred exchange evaluation for real estate investors and concentrated stock liquidity strategies feed into capital-gains mitigation models, a planning discipline that pairs with the 1031 exchange facilitation at 1031 Capital Advisors in Bankers Hill. Highest-value engagements include multi-generational dynasty trust construction and private placement life insurance (PPLI) integration for ultra-high-net-worth households.