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

Jeffrey Meenes, CFP®, MSF is the President of Meenes Wealth Partners. Jeffrey brings a wealth of financial planning and investment experience to the firm. He received his Master's Degree in Finance from Boston College, and a Bachelor's Degree, with honors, in Accounting from the University of Massachusetts, Amherst. He completed his studies in Personal Financial Planning at Boston University and he is a Certified Financial Planner (CFP®).

Jeffrey has served in a variety of financial planning capacities, providing solutions to individuals, families, and businesses. He has over 25 years' experience making optimal financial decision for stakeholders. Jeffrey is a strong advocate of The Fiduciary Standard, which mandates the highest ethical standards for his profession. He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in a regional business and trade publication citing his client advice and perspective on financial planning.

Jeffrey Meenes, CFP®, MSF holds a Series 66 license with The National Association of Securities Dealers and is a Massachusetts Registered Investment Advisor. He is a member of The National Association of Personal Financial Advisors and The Financial Planning Association, and holds an Educator's License in Mathematics from the Massachusetts Department of Education. 

Meenes Wealth Partners is Better Business Bureau A+ rated accredited company. Please feel free to contact Jeffrey directly with any questions about Meenes Wealth Partners. He can be reached by e-mail at jeffrey@meeneswealthpartners.com or by telephone at 508-762-1678.

Additional Information

Jeffrey lives in Shrewsbury, Massachusetts with his family.

Please feel free to contact Jeffrey directly with any questions about Meenes Wealth Partners. He can be reached by e-mail at jeffrey@meeneswealthpartners.com or by telephone at 508-762-1678.

NAPFA Start Date

November 23, 2009

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This Office

PO Box 2 Shrewsbury, MA 01545-0002 Phone: (508) 762-1678 Fax: (877) 673-7779