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
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.