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Jeffrey Manzella, AIF®, CFP®

Jeffrey Manzella, AIF®, CFP® 

Executive Director of Financial Planning

 

Jeff Manzella is an Executive Director of Financial Planning with Michigan Financial Companies, a financial services firm specializing in 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. He 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 help them realize their goals.

Education

  • Western Michigan University
    • Bachelor of Science
  • The American College
    • Certified Financial Planner

Professional Designations

  • Life, Accident & Health
  • Series 7
  • Series 66
  • CFP®
  • AIF®

Accomplishments

  • Three-time Achieving Client Excellence (ACE) qualifier, Signator Investors*

Personal Data

A resident of Shelby Township, Jeff lives with wife, Liz, and young son, Nolan. Daughter, Raven, is in college.

Jeff has been an avid pilot for over 20 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 of the stewardship committee.  He is also a regular volunteer with Habitat for Humanity of Macomb County.

*ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.