Jeffrey Meenes (CFP®, MS)

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

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

As the founder and principal financial advisor of Meenes Wealth Partners, a fee-only, fiduciary wealth management firm, I build customized financial plans and investment portfolios for both working and retired sales professionals. The advice I provide specifically takes into account the high pressures, job volatility, time demands, and variable compensation structures inherent in the sales profession. I work locally with clients in the Shrewsbury, MA area as well as virtually throughout the country.

My chief goal is to help both working and retired sales professionals and their families reach the financial milestones that allow them to live life on their own terms.

With over twenty years of experience providing business and financial solutions to high-level sales executives, I do the worrying and money management for you.

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Master of Science in Finance from Boston College
  • Bachelor's degree Cum Laude in Accounting, University of Massachusetts at Amherst
  • Massachusetts Registered Investment Advisor (RIA)
  • The National Association of Securities Dealers, Series 66 Holder
  • National Association of Personal Financial Advisors (NAPFA) Member
  • Massachusetts Department of Education License in Mathematics

To Schedule Time Now Please Open This Link - https://calendly.com/jeffreymeenes/introductory-call

Additional Information

I currently serve as a volunteer member of the Board of Trustees at Shrewsbury Montessori School. I reside in Shrewsbury, Massachusetts, with my wife Nataly and our two children. When I’m not working, I enjoy traveling, being outdoors, reading, and tennis, but truly favor spending time with my family above all else. 

NAPFA Start Date

November 23, 2009

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This Office

8 Coachman Ridge Road Shrewsbury, MA 01545-0002 Phone: (508) 762-1678 Fax: (877) 673-7779