Jeffrey D. Meenes, CFP® offers his financial planning and investment management experience to a select number of retirees, pre-retirees and working professionals.
Jeffrey received his Master of Science degree in Finance from Boston College, and a Bachelor's degree Cum Laude in Accounting, from the University of Massachusetts at Amherst. He completed his studies in Personal Financial Planning at Boston University before earning his CERTIFIED FINANCIAL PLANNER™ designation.
Jeffrey has served in a variety of financial planning and wealth management capacities, providing solutions to individuals, families, and businesses alike since 1993. Jeffrey is a strong advocate of The Fiduciary Standard, which mandates the highest ethical standards.
He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in the Worcester Business Journal (WBJ) citing his client advice and perspective on financial planning and investing.
Jeffrey is a Massachusetts Registered Investment Advisor and holds a Series 66 license with The National Association of Securities Dealers. He is a member of The National Association of Personal Financial Advisors and holds an Educator's License in Mathematics from the Massachusetts Department of Education.
Jeffrey lives in Shrewsbury, Massachusetts, with his wife and their two children. He currently serves as a volunteer member of the Board of Trustees at the Shrewsbury Montessori School. When not working, Jeffrey enjoys spending time with his family, traveling, the outdoors, reading, and tennis. If you feel Meenes Wealth Partners might be a good fit for you, contact Jeffrey directly to get acquainted.