Jeffrey Manzella, CFP

Jeffrey Manzella, CFP

Executive Director of Financial Planning

Phone: (586) 698-5228
Fax: (586) 939-6950
E-mail:

Jeff Manzella is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm focusing on pre and post retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately held companies.

 

Jeff has a diversified financial background and has worked for large corporations such as National City and JP Morgan Chase and has had the opportunity to work with and understand how to help a wide range of individuals and businesses ranging from high net worth to entry level investors.  He provides recommendations for retirement funding, asset allocation, funding for education, and long term care insurance.

 

Jeff is also well versed in business needs, including 401(k) plans, 403(b) plans, business succession planning and key employee issues.  He works closely with business owners, executive teams and their advisors to realize their goals.

 

Education

Western Michigan University - Bachelor of Science

 

Professional Designations

Life, Accident & Health

Series 7

Series 66

CFP®

 

Accomplishments

Presidents’ Club, 2005

 

Personal Data

A resident of Shelby Township, Jeff lives with wife, Liz, and daughter, Raven. 

 

Jeff has been an avid pilot for over 13 years holding a flight instructor license and is certified to fly Lear Jets. 

 

He worships and volunteers at Saint Lawrence Catholic Church as a religious school teacher and is a member the stewardship committee.  He is also a regular volunteer with Habitat of Humanity of Macomb County.