Jeffrey J. Stenroos, CFP®, CEBS, CCPS
Jeff has provided wealth management services to his clients since 1983. As a fiercely independent and original thinker, Jeff offers his unique insights and advice to a select clientele who appreciate and value his approach.
Jeff’s approach includes a commitment to a high level of friendly and personalized service. He recently celebrated the 30-year anniversary of several client relationships, now counted as treasured friendships. The insights and experiences gained from these long-standing relationships distinguish Jeff as a competent, caring and seasoned veteran in a marketplace of commercialized ideas, services and products. Jeff’s clients reside in the states of Arizona, Illinois, New Jersey, Ohio, Pennsylvania, Texas and Wisconsin. In all cases, the non-Ohio client relationships began in Ohio. Their desire to maintain a long-distance relationship with Jeff speaks for itself.
You can be sure that Jeff provides expert and professional planning services. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1984 after completing an approved educational program and passing a rigorous examination. Jeff also adheres to a professional Code of Ethics and fulfills rigorous continuing education requirements to stay up to date with current wealth management strategies and financial trends.
Jeff holds the Certified Employee Benefits Specialist (CEBS) designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania (1991). He also holds the Certified College Planning Specialist (CCPS) designation awarded by the National Institute of Certified College Planners (2006.) These two additional designations provide Jeff with focused expertise in College and Retirement Planning, core concerns for many clients.
Jeff also holds various securities and insurance industry licenses, which qualify him to offer financial advice and implementation services to his clients.
Jeff currently offers securities and investment advisory services through Geneos Wealth Management, Inc. a Broker/Dealer and Registered Investment Adviser, Member FINRA/SIPC. He has chosen to affiliate with Geneos Wealth Management, Inc. because of the sophisticated technology platform available to Geneos representatives. Geneos limits access to its services to experienced and successful financial services professionals. In addition, Geneos is an independent broker-dealer without any proprietary products offered for distribution, thus eliminating the pressure to sell certain products. Geneos provides Jeff with all of the back office services and technologies required to serve his clients.
Jeff has been a resident of Bath Township, OH since 1986 with his wife Jennifer and their three children. Prior to entering the financial services industry full time in 1983 Jeff worked as a public school music teacher and as a church musician.
Today he is still active in church music activities as a member of The Choir of Men & Boys of St. Paul's Episcopal Church in Akron. He also enjoys golf, travel and performing music with his family.
The Stenroos Family recently presented a Client Appreciation Concert to clients of the firm. Click the link below to go to the You Tube collection of music from that concert.