Jeff Kaczmarczyk
Financial Advisor & Wealth Manager | Helping Business Owners & Professionals Build Retirement Security & Tax-Efficient Wealth
- Role
- Board Member at Goodwill Of Delaware And Delaware County
- Location
- Newark, DE, US
- LinkedIn followers
- 500 followers
About Jeff Kaczmarczyk
At TriState Wealth Advisors, we help leaders, entrepreneurs, and high-net-worth professionals take command of their financial future with tailored wealth strategies that deliver clarity and confidence. For Business Owners – Exit on your terms, with a CEPA-certified advisor guiding valuation, transition, and succession planning. For Professionals – Achieve retirement readiness with disciplined investment, tax optimization, and risk management. For Families – Protect wealth, preserve legacy, and build multigenerational security.I am a CFA Charterholder and CEPA with deep expertise in investment management and financial strategy, backed by a commitment to objective, fee-only advice that always puts you first.If you’re serious about building, protecting, and scaling your wealth, the time to act is now. Let’s talk today: https://calendly.com/jeff-tristatewealthadvisors/discovery-call#WealthAdvisor #FinancialAdvisor #BusinessExitPlanning #LegacyPlanning #TaxEfficientInvesting #RetirementIncome #HighNetWorthPlanning #CFACharterholder
Experience
Board Member
Goodwill Of Delaware And Delaware County
Jun 2023 — Present
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance
2015 — 2017
Gettysburg College
Bachelor of Arts
2007 — 2011
Skills
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Polymers
- Electrochemistry
- Materials Science
- Nanotechnology
- Financial Analysis
- Characterization
- Data Analysis
- Team-Oriented
- Time Management
- Materials
- Composites
- Microsoft Office
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