Jeff Kaczmarczyk
Board Member @Goodwill Of Delaware And Delaware County
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WORK HISTORY
Board Member @Goodwill Of Delaware And Delaware County
EDUCATION
University of Delaware
Master of Business Administration (M.B.A.), Finance
Gettysburg College
Bachelor of Arts
SKILLS
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
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