Jeff Kleid - Principal & Partner

Contact Jeff

 

Direct: (949) 478-0363

 

email: Jeff@IlluminareMG.com

 

Fax: (949) 474-8510

1401 Quail Street, Suite 140​

 

Newport Beach, CA 92660

 

Jeff Kleid is the Co-managing partner of Illuminare Management group.  Building his expertise starting within the field of insurance and risk management Jeff has been involved in almost every aspect of everyday business and life.  Whether it is a multi million dollar real estate, technology, manufacturing, distribution, aviation, film, tv or business acquisition, Jeff has been actively involved at some aspect of the process. This unique experience has provided Jeff with the skills and tools to be quite adaptable and truly assist high net worth individuals, their families and all their moving parts.

PRACTICE FOCUS AND SPECIALIZATION

Jeff's focus and his extensive experience includes:

  *  Business Strategy

  *  Insurance, Insurtech and Risk Management

  *  Real Estate

  *  Private Lending and Investment

  *  Asset Management

  *  Technology

  *  Aviation

  *  Boat and Yacht 

  *  Film and TV

  *  Manufacturing

  *  Distribution

  *  High Net Worth and Affluent Family needs

  *  Philanthropy

  *  Sports and Fitness Industry 

  *  Online Commerce 

  *  Medtech and BioTech

  *  Sustainability 

EDUCATION & EXPERIENCE

Jeff graduated from California State University Fullerton, Liberal Studies and Business

Professional background includes Property, Casualty and Life Insurance, NMLS and BRE licenses.

ASSOCIATIONS & COMMUNITY INVOLVEMENT

Jeff is the Past President of the Independent Insurance Agents and Brokers of America, San Fernando Valley chapter.   Holds a SMaRT certification with Train the trainer status in Sustainability, Past board member of the Jewish Community Foundation of Orange County, and a recognized author and speaker regularly.  Jeff also spends a significant amount of time each year mentoring college students and works closely with his fraternity Alpha Epsilon Pi as an ongoing active alumni.