Meet Jeff Kafel, World Financial Group (WFG) CFO — Bio + How to Reach Out

Last updated: 2025-11-25

Who is Jeff Kafel?

Jeff Kafel is the Chief Financial Officer at World Financial Group, based in Ambler, Pennsylvania. He is a strategic thought leader and financial expert with extensive experience in finance and business management.

Jeff Kafel's Work History

Jeff Kafel has a comprehensive background in financial leadership, having held senior roles in major financial institutions and organizations. Since July 2024, he has been serving as the CFO of WFG, contributing to its strategic financial planning and operations.

• Jul 2024 - Chief Financial Officer, World Financial Group
• May 2022 - Jul 2024 - Senior Director Finance, Distribution & Marketing, Transamerica
• Jun 2020 - Apr 2022 - Vice President & Finance Leader of Lincoln Financial Network's Proprietary Sales Business, Lincoln Financial Group
• Dec 2015 - Jun 2020 - Vice President - Financial Reporting, Lincoln Financial Group
• Jun 2014 - Dec 2015 - Vice President - Financial Reporting & Analysis, Lincoln Financial Group
• May 2008 - Jun 2014 - AVP, Corporate Financial Planning & Analysis, Lincoln Financial Group

Jeff Kafel's Education

Jeff Kafel holds an MBA in Management Information Systems and a Bachelor's degree in Accounting and Finance from La Salle University. He has been pursuing his MBA since 2002.

• La Salle University - Master of Business Administration (MBA) in Management Information Systems (2002 - Present)
• La Salle University - Bachelor's degree in Accounting and Finance (1992 - Present)

How to Reach Jeff Kafel?

You can reach Jeff Kafel at *******@world financial group (wfg).com or by calling +1 **********. To get Jeff Kafel's contact information and other B2B leads like this, sign up for a free account at Anybody.com.