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About Us

Jeff Pasternack, CFP, M.G.A, RTRP

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."

You know what Jeff is also all about? Being happy. Being really, persistently, annoyingly happy. I mean, really, he should stop with the Happy Day stuff every once in a while. It makes the rest of us look bad. And that smile...what's with that smile? It’s like he has a perma-grin or something. Do you know that even when he was cut in half horizontally, he walked around Georgetown University Hospital saying "I'm grateful I'm not dead, aren't you grateful? Be happy about it!" Drove the staff crazy is what he did. And have you ever seen him give a presentation? What kind of financial guy does that to an audience? Dressing up like he's Gandalf, or that time he did his Three Little Taxpayer Pigs story with that insane Pink Floyd video playing behind him. But there's something about him. He radiates this energy. You know what it is? He happens to people. They are just quietly living their lives and then he happens to them, bang! Ha! I bet when he was sawed in half he didn't have a near death experience. I bet Death had a near-Jeff experience. You know that's how it was. The old Grim Reaper got bamboozled by the whole Happy Day greeting and ran off. Well, whatever, send this bio off to the web designer and let's get this done.

 

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.

Pasternack Associates, LLC
1200 NW 17th Ave Suite 19
Delray Beach, FL 33445
Tel: 561-235-2829
Fax: 866-955-6669

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