Jack works as a financial advisor for Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.
Jack joined Csenge Advisory Group in 2016 after leaving Fidelity Investments. While working at Fidelity, Jack helped thousands of clients to understand their personal finances and make better financial decisions. From implementing financial and retirement plans to designing investment strategies for his clients.
When he’s not helping families and business owners across Florida, Jack is working with financial advisors around the country, helping with practice management, investment, and financial planning cases, and improving operational efficiences.
During his downtime, you’re likely to find Jack surfing, golfing, or spending time with his wife Sarah. He’s also an avid foodie, so feel free to ask him for some good local restaurant tips!
Registrations & Licenses
A health savings account (HSA) is a tax-advantaged investment vehicle that allows individuals with high-deductible...
Our approach to asset management is called Fusion Analysis and combines three methodologies: fundamental research,...
Donations Benefited National and Local Organizations In 2022, Csenge Advisory Group (CAG) committed 2% of...