Jamie Reiff
Managing Director
Department: Advisors
Experience: Working in financial services since 2015
Education: Bachelor’s degree in public relations and advertising from Chapman University
CA Insurance License #0K66732
Jamie is the Managing Director of Calabasas, California office of Modern Wealth Management. She plays a key role in client relationship management and financial wellness education, with a particular focus on working with women, the next generation, and individuals with capital gains bypass trusts. She joined the team in April 2025 when Planned Asset Management became Modern Wealth.
Jamie is passionate about helping women feel more confident and informed about their personal finances. She has also learned a lot from her father, especially when it comes to helping and taking care of clients. That has empowered her to continue the work he’s started while emphasizing how the firm can digitize and make things even more efficient and modern.
Jamie’s previous career in the film and television production industry equipped her with some important skills that she uses daily. She managed set crews of up to 100-plus per day and the logistics that came together to bring a successful day on set.
Jamie credits her background in the film industry and working with different types of people for giving her a strong foundation to work with all varieties of client types. While she still loves watching the latest TV shows and movies when they come out, she’s thankful to have changed career paths, as she finds helping people achieve financial goals as the most gratifying work there is!
One of Jamie’s other passions is animals. She has a 30-pound doodle named Walter, who is the unofficial mascot of the Calabasas office. He is loved by clients and makes sure to welcome everyone with a bark!
Traveling and spending time with family are also passions of Jamie. She also enjoys cooking, baking, and working on jigsaw puzzles.