Jeff W. Mashini, CFP®, EA

Jeff W. Mashini, CFP®, EA

Financial Advisor

Jeff Mashini, CFP®, EA is a Financial Advisor with 30,000 Ft Wealth Management, a financial services firm focusing on pre and post retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately held companies.

Jeff has been in the financial services industry for over 10 years. He is well versed in business owner needs including 401(k) plans, 403(b) plans, business succession planning and key employee planning. He works closely with business owners, executive teams and their advisors to help pursue their goals.

Jeff is a Certified Financial Planner and a federally authorized Tax Advisor admitted to practice before the IRS. Enrolled Agent status is the highest tax credential the IRS awards.

 Education

  • Franklin University - Columbus, Ohio
    • Bachelors of Science - Financial Planning
    • Associates of Science – Business Administration

Professional Licenses, Registrations, & Designations

  • Certified Financial Planner, CFP®
  • IRS Enrolled Agent, EA
  • Life, Accident & Health Insurance License
  • Variable Contracts Insurance License
  • Series 7
  • Series 66
  • Series 24
  • Series 51
  • Series 6
  • Series 63 

Personal Data

Jeff has been a lifelong resident of Michigan. He resides in Macomb with his wife and son, and is an active parishioner at his Catholic parish. Jeff enjoys spending time with family and friends, and his hobbies include reading and traveling.