Jeff Denehy | Financial Planner
Contact Information
Mobile (call only). 508.641.9587
JDenehy@financialguide.com
197 First Ave, Suite 250
Needham, MA 02494
Jeff is a dedicated professional with more than a decade of experience in the financial services industry. Jeff's career has been driven by a strong commitment to helping others achieve financial growth through education and guidance. Jeff's passion for assisting people in reaching their financial goals arises from his observation that many individuals often rely solely on their company benefits, missing out on broader financial advice.
Jeff joined CFG due to the company's unwavering dedication to financial planning and education. CFG's environment is infectious, fostering a deep sense of purpose in reshaping the financial services process on both a personal and professional level. Collaborating with a company that shares his values and vision is a rare and gratifying experience for Jeff.
Throughout his career, Jeff has honed his expertise in the financial services industry. Over the years, he has had the privilege of educating and guiding clients through the ever-changing financial landscape. Whether it's assisting a family just starting out, helping another plan for retirement, or navigating the intricacies of estate planning strategies, Jeff is dedicated to providing tailored solutions and strategies.
Beyond his professional endeavors, Jeff volunteers his time when needed at his kids' school, Blessed Sacrament in Walpole, MA. Contributing to his community is important to him, and he takes pride in supporting the educational growth of young minds.
Jeff is not just a financial advisor; he is also a loving husband and father. Jeff and his wife, Liz, share a wonderful journey together, raising their three amazing children. Their family includes twin girls, Brooke and McKenna, who are 5 years old, and a lively son, Landon, who is 2 years old. Jeff cherishes every moment he spends with them, whether it's on vacation down the Cape, playing sports, or creating art and crafts together.
Jeff is a proud graduate of UMASS Dartmouth, equipped with a solid foundation of knowledge from his alma mater. Professionally, he has earned his life and health licenses, along with the Series 7 and 63 registrations.
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