Jeff Pasternack, CFP®, M.G.A, RTRP is also known as the "Happy Day" guy. An award-winning businessman in his own right, Jeff typically embeds himself in clients’ lives and projects, working to create actionable steps derived from financial, marketplace and operational data. It is no surprise that many people find various aspects of personal and business finance to be complicated, and Jeff has a special talent for taking complex ideas and breaking them down into bite-sized pieces from which actionable steps can be taken. And therein we find the magic: tying discrete business activities to desired personal finance outcomes.
By way of a disclaimer, although Jeff is a Certified Financial Planner™ practitioner, he does NOT sell insurance and he does NOT manage investment portfolios. Instead, this commitment to study further strengthens his ability to serve as the nucleus of your financial team and tie together the disparate parts into one cohesive vision. In short, Jeff is all about "The Long View."
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificates also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.