Jeff Mcclenning Cfp®

Jeff Mcclenning Cfp® Email and Phone Number

Managing Partner, Financial Planner and Wealth Advisor at Capital Insight Group @
Jeff Mcclenning Cfp®'s Location
Norcross, Georgia, United States, United States
Jeff Mcclenning Cfp®'s Contact Details

Jeff Mcclenning Cfp® work email

Jeff Mcclenning Cfp® personal email

n/a

Jeff Mcclenning Cfp® phone numbers

About Jeff Mcclenning Cfp®

Jeff McClenning, CFP®, is a Managing Partner of Capital Insight Group. He has been with the firm since 2005 (formerly known as Keen Insight Group) and is one of the co-owners. Jeff started his career in the financial services industry in 1994 with First Busey Trust and Investment Company in Urbana, IL, and continued with SunTrust Bank’s Private Client Services when he first moved to Georgia in 2002.Originally from Illinois, he received his Bachelor of Science in Statistics, with a secondary concentration in Economics, from the University of Illinois at Urbana-Champaign. He has also earned a Master of Science in Personal Financial Planning from Georgia State University. While at GSU he was named the 2008 Outstanding Personal Financial Planning Student of the Year by its Department of Risk Management and Insurance, based on academic achievement.He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is FINRA Series 7, 66 and 24 registered.Jeff has been greatly interested in the economy and financial markets since he took an economics class in high school. He has a passion for helping individuals make incrementally smarter financial decisions that enrich their lives and are in alignment with their core values. TLDR: I am a unique combination of… …that guy who ruined the curve in math classes …a fervent financial planning advocate  …a baseball nut Securities and Advisory Services are offered through The Strategic Financial Alliance, Inc. (SFA) member FINRA, SIPC. Jeffrey D. McClenning CFP® is a registered representative of SFA which is otherwise unaffiliated with Capital Insight GroupSpecialties: Financial Planning, Retirement Planning, IRA Rollovers, Divorce Settlement

Jeff Mcclenning Cfp®'s Current Company Details
Capital Insight Group

Capital Insight Group

Managing Partner, Financial Planner and Wealth Advisor at Capital Insight Group
Jeff Mcclenning Cfp® Work Experience Details
  • Capital Insight Group
    Managing Partner, Financial Planner And Wealth Advisor
    Capital Insight Group Jan 2016 - Present
    Peachtree Corners, Ga
    Keen Insight Group became Capital Insight Group in 2016Securities and Advisory Services are offered through The Strategic Financial Alliance, Inc. (SFA) member FINRA, SIPC. Jeffrey D. McClenning CFP® MS-PFP is a registered representative of SFA which is otherwise unaffiliated with Capital Insight Group• Investments in securities involve risk, including the potential loss of principal invested. • We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site. • “Opinions expressed herein are those of the author and do not necessarily reflect those of The Strategic Financial Alliance, Inc., its officers, directors, employees or associated persons.”
  • Keen Insight Group
    Managing Partner, Financial Planner And Wealth Advisor
    Keen Insight Group Feb 2005 - Jan 2016
    Peachtree Corners, Ga
  • Suntrust Bank
    Team Manager/Private Client Services
    Suntrust Bank 2002 - 2005
    Atlanta, Ga
  • First Busey Trust & Investment Company
    Assistant Vp/Trust Operations
    First Busey Trust & Investment Company 1994 - 2002

Jeff Mcclenning Cfp® Skills

Financial Advisory Investments Series 7 Securities Strategic Financial Planning Iras Investment Advisory Wealth Management Investment Strategies Asset Allocation Mutual Funds Investment Management Portfolio Management Retirement Alternative Investments Series 63 Fixed Annuities Asset Managment Insurance Certified Divorce Financial Analyst

Jeff Mcclenning Cfp® Education Details

Frequently Asked Questions about Jeff Mcclenning Cfp®

What company does Jeff Mcclenning Cfp® work for?

Jeff Mcclenning Cfp® works for Capital Insight Group

What is Jeff Mcclenning Cfp®'s role at the current company?

Jeff Mcclenning Cfp®'s current role is Managing Partner, Financial Planner and Wealth Advisor at Capital Insight Group.

What is Jeff Mcclenning Cfp®'s email address?

Jeff Mcclenning Cfp®'s email address is jm****@****ght.com

What is Jeff Mcclenning Cfp®'s direct phone number?

Jeff Mcclenning Cfp®'s direct phone number is +167852*****

What schools did Jeff Mcclenning Cfp® attend?

Jeff Mcclenning Cfp® attended Georgia State University - J. Mack Robinson College Of Business, University Of Illinois Urbana-Champaign.

What skills is Jeff Mcclenning Cfp® known for?

Jeff Mcclenning Cfp® has skills like Financial Advisory, Investments, Series 7, Securities, Strategic Financial Planning, Iras, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Mutual Funds, Investment Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.