Jeff Minucci, CFP®, CRPC®
Jeff joined Navigation in 2016 after spending 16 years with Fidelity Investments. As a Vice President/Financial Consultant with Fidelity, Jeff worked with his clients to develop comprehensive investment strategies. As a Certified Financial Planner®, Jeff now specializes in pre and post retirement planning. He is also a Chartered Retirement Planning Counselor and holds Series 7, 9, 10, 63, and 66 licenses as well as fixed and variable insurance.
Jeff attended Texas Christian University and received his degree in Business Management. He lives in McKinney, TX and enjoys playing golf with his daughter Sydney.
Securities offered through Securities America, Inc. Member FINRA/SIPC. Jeff Minucci Registered Representative. Advisory services offered through Securities America Advisors, Inc. Jeff Minucci Investment Advisory Representative. Navigation Financial Group and the Securities America companies are unaffiliated.