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Mini jeffrey meenes
Meenes Wealth Partners
Shrewsbury, MA

Jeffrey Meenes

CFP®
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Meet Jeffrey

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Introduction - Jeffrey Meenes
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How Evidence-Based Advice Helps My Clients - Jeffrey Meenes
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Why Our Approach Works - Jeffrey Meenes
Video Transcripts

Jeffrey D. Meenes, MSF, CFP®, brings a wealth of financial planning and investment experience to the work he does with a select number of motivated and discerning clients. He has spent his entire professional life helping stakeholders make optimal financial decisions.

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…

Jeffrey D. Meenes, MSF, CFP®, brings a wealth of financial planning and investment experience to the work he does with a select number of motivated and discerning clients. He has spent his entire professional life helping stakeholders make optimal financial decisions.

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 and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Jeffrey has served in a variety of wealth management capacities, providing solutions to individuals, families, and businesses. He has over 25 years of experience investing in financial markets, and is an advocate of The Fiduciary Standard, which mandates the highest ethical standards for his profession. He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in a regional business and trade publication citing his client advice and perspective on financial planning.

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 Nataly and their two children. When not working, Jeffrey enjoys travel, being outdoors, golf, tennis and lots of other things that often are put aside in favor of being with his family. Please feel free to contact Jeffrey directly with any questions.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Other
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

BA
MSc
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