Jeffrey Mastronardo (CFP®)

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

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Jeff began his career in 1999 with a small local insurance company, but knew something was missing in his career. In a world where bottom lines were more important than customer satisfaction, he craved an opportunity to be a more holistic planner for his clients and not try to hit a sales goal.

Jeff spends his days now coaching — helping clients through the important uphill climb of saving, and telling them the truth, even when it’s hard.

A graduate of Albright College, Jeff majored in Marketing and received his Bachelor of Science degree in 1999. He continued his education with a focus in finance as a student of The American College in Bryn Mawr, where he obtained his CERTIFIED FINANCIAL PLANNER™ certification followed by his Chartered Financial Consultant® designation.

Jeff currently lives in East Goshen, PA with his wife and their four children. Jeff enjoys watching Philadelphia sports (Eagles, Flyers, Phillies, Sixers, in that order), exercising, going out to eat and spending time on the beach.

NAPFA Start Date

April 02, 2018


This Office

940 E Boot Rd Ste 101 West Chester, PA 19380-4021 Phone: (484) 887-0452