Jeffrey Augustine (CFA, CFP®, RTRP)

Jeffrey Augustine focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties



Additional Information

Jeffrey B. Augustine, CFA, CFP(R) is active in several professional and service organizations.  

He was 2010-2011 Chair of the Private Wealth Management Program sub-committee of the CFA Society Boston, formerly the Boston Security Analysts Society (BSAS).  In June of 2011 Jeff was elected to the CFA Boston Board of Directors and serves as Chair for the 2017 - 2018 fiscal year.  CFA Society Boston is a founding member Society of the CFA Institute.  

Jeff is a member of the Alliance of Comprehensive Planners, the only community of fee-only financial planners focused on the holistic planning strategies that create true wealth for advisors and their clients.

Jeff also serves on the Board of Trustees for Lasell Village, a Lifecare community on the campus of Lasell College.  Service there includes work on the Investment Committee and the Audit Committee. 

Jeff earned his Bachelor of Science degree from Loyola University Chicago where he was also president of the EK chapter of Tau Kappa Epsilon fraternity.

Jeff is active in youth and young-adult music ministry at St. Mary's Church in Dedham, MA. 

Jeff and his family have made their home in Needham, Massachusetts for more than 20 years.

NAPFA Start Date

June 08, 2007


This Office

110 Aletha Rd Needham, MA 02492-3944 Phone: (781) 771-0880