Jeffrey M. Budzinski, CFS®
Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his Series 7, 6, and 63 exams as well as holding his Life, Accident, and Health licenses. Jeff has studied modern portfolio theory which is vital to efficient portfolio modeling allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations.
Jeff enjoys high altitude mountaineering, he has summitted mountains Kilimanjaro, Rainier, Shasta, and Washington. Born in Buffalo, Jeff graduated from Buffalo State College earning a Bachelor of Arts in English with a concentration in Irish and 20th Century American literature.
Buffalo State College, Bachelor of Arts
Institute of Business and Finance, Certified Fund Specialist®
Passed Series 7 and 66 Securities Exam - Financial Advisor
Monday, August 13, 2018
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