Jeff Manzella, CFP®, AIF®
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Serving Clients Nationwide
Your trusted co-pilots on an inspiring financial journey
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jeff Manzella, CFP®, AIF®
Jeff Manzella is President of 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.
Outside of the Office
A resident of Shelby Township, Jeff lives with his wife, Liz, and 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 at Saint Lawrence Catholic Church, where he has previously served as a religious schoolteacher and member of the stewardship committee. He has also volunteered with Habitat for Humanity of Macomb County. Most recently, Jeff has coached his son's soccer team for several seasons and can now be found at the ice rink cheering on Nolan and his team.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
35506 Dearing Dr, Sterling Heights, MI 48312, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. Give us a call or send us a message and we'll set up a personal insight meeting, where the relationship between advisor and you the client takes flight. During this 30 to 45-minute meeting, our main objective is to understand your goals, priorities, and values. This in-depth exploration allows us to determine if we are a perfect fit for you and your financial aspirations. We look forward to speaking with you.Offers Investment Management
Yes
About 30,000 Ft Wealth Management
At 30,000 Ft. Wealth Management, we offer a distinctive wealth management process designed to elevate your financial journey. Through our unique 30,000 Ft. advisory process — a holistic, seven-step experience—our financial advisors and wealth management consultants provide personalized guidance that empowers both new and existing clients.With dedicated care and attention, we strive to instill confidence in your financial planning and build a strong, lasting relationship between you and your personal financial advisor. Our goal is to support you every step of the way, ensuring a tailored approach to your investment strategies and overall wealth management needs.
What is 30,000 Ft?
At 30,000 Ft. Wealth Management, we elevate your perspective, helping you see the big picture in your financial and tax planning journey. By challenging conventions and embracing creative strategies, our dedicated wealth management consultants foster meaningful relationships built on attentive care and unwavering support. Our primary goal is your complete satisfaction as we guide you toward achieving your unique financial objectives with confidence and clarity.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch: 586-698-5228. Please visit our website for additional disclosures: www.30kwealth.com.
finra.org | sipc.org
Education
Western Michigan University, Bachelor of Science
Hobbies and Interests
- Church
- Family
- Grilling
- Hockey
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Engineers
- Families
- Government Employees
- Individuals
- Living in Retirement
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