Jeff Feccia

Jeff serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Jeff has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Jeff worked for a global financial services firm as a director of business development.

Jeff earned a Bachelor of Science in Business Administration degree from the University of Rhode Island and a Master of Business Administration degree from the University of Massachusetts. He is also a Qualified Plan Financial Consultant, as designated by the National Association of Plan Advisors.

Jeff is actively involved in community initiatives and has completed multiple Jimmy Fund Boston Marathon walks and Best Buddies 100-mile bike rides. He and his wife, Bridget, have two children: Murphy and John. In his spare time, Jeff enjoys spending time on Cape Cod with his family, staying fit, running and golfing.