Jeffrey M. Budzinski, CFS®

Financial Advisor

716-856-3300

jbudzinski@LumsdenCPA.com

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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 SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. 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 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. 

EDUCATION

Buffalo State College, Bachelor of Arts, English

PROFESSIONAL

Institute of Business and Finance, Certified Fund Specialist®
Passed SIE, Series 6, 7, and 63 securities exams - Financial Advisor*

FUN FACTS

Jeff enjoys high altitude mountaineering and has summited mounts Kilimanjaro, Rainier, Shasta, and Washington. Born and raised in Buffalo, Jeff is a fan of Irish and 20th Century American Literature.


*Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment advisory services offered through 1st Global Advisors, Inc.
 

Industry Expertise

Upcoming Events

2019 Exempt Organizations Conference

2019 Exempt Organizations Conference

November 22, 2019

Join Lumsden McCormick for our 25th Annual Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.

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The Avantax Advantage

The Avantax Advantage

December 05, 2019

Avantax Wealth Management delivers a comprehensive, tax-inclusive approach to financial situations that yield healthier financial and investment decisions.

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