Jeff Mashini, CFP®, ChFC®, EA

Jeff serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than 15 years of experience in the financial services industry, Jeff offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Jeff served as a portfolio manager and wealth planner at a national investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Jeff received his Bachelor of Science degree in financial planning from Franklin University. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards; a Chartered Financial Consultant® professional, as designated by The American College of Financial Services; and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service.

Jeff and his wife, Basima, enjoy traveling, outdoor activities and spending time with their son, William.