Jeffrey Boyanoski, CFP®

Partner at Vertice Financial

Jeff has been working with and providing investment financial and retirement planning advice to families and business professionals since 2004. He is committed to helping create stability for the individuals and families he serves through a holistic discovery process that covers all areas of the planning process including investments, insurance, and distribution planning strategies. Jeff continues to look for creative, new approaches for wealth accumulation, retirement planning, education savings, and guaranteed income and asset protection strategies.

Prior to partnering with Frank, Jeff spent his last 16 years with Clark Capital Management Group, a Philadelphia based investment manager, where he worked closely with financial advisors and their clients. Jeff is a graduate of Villanova University where he earned Bachelors of Science in Business Administration and has also attained the Certified Financial Planner (CFP®) designation. He holds series 7, 24, 63 registrations and is Life & Health Insurance licensed.

In his free time, Jeff enjoys golfing, skiing, and spending time with his family. He resides in Dunmore, PA with his wife Mandi and their 3 children.