Jeff Manzella is an Executive Director of Financial Planning and Investment Advisor Representative 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 a diversified financial background and has worked for large corporations such as National City and JP Morgan Chase and has had the opportunity to work with and understand how to help a wide range of individuals and businesses ranging from high net worth to entry level investors. He provides recommendations for retirement funding, asset allocation, funding for education, and long term care insurance.
Jeff is also well versed in business needs, including 401(k) plans, 403(b) plans, business succession planning and key employee issues. He works closely with business owners, executive teams and their advisors to help pursue their goals.
Education and Cerifications
- Western Michigan University - Bachelor of Science,
The American College - CERTIFIED FINANCIAL PLANNER certificant
Professional Licenses and Registrations
- Life, Accident & Health
- Series 7
- Series 66
Accomplishments
- Presidents' Club, 2005 & 2006
- Three-time Achieving Client Excellence qualifier*
Personal Data - A resident of Shelby Township, Jeff lives with wife, Liz, daughter, Raven, and new son, Nolan. Jeff has been an avid pilot for over 13 years holding a flight instructor license and is certified to fly Lear Jets. He worships and volunteers at Saint Lawrence Catholic Church as a religious school teacher and is a member the stewardship committee. He is also a regular volunteer with Habitat of Humanity of Macomb County.
*ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.