Jack works as a financial advisor for Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.
Jack joined Csenge Advisory Group in 2016 after leaving Fidelity Investments. While working at Fidelity, Jack helped thousands of clients to understand their personal finances and make better financial decisions. From implementing financial and retirement plans to designing investment strategies for his clients.
When he’s not helping families and business owners across Florida, Jack is working with financial advisors around the country, helping with practice management, investment, and financial planning cases, and improving operational efficiencies.
During his downtime, you’re likely to find Jack surfing, golfing, or spending time with his wife Sarah. He also hosts the Craft Advice Podcast with his colleague Sean.
Registrations & Licenses
Every investor approaches their investment strategy a little bit differently. Some investors prefer to focus…
CLEARWATER, Fla., June 24, 2021 /PRNewswire/ — Csenge Advisory Group (CAG) has surpassed the $2B…