Jeffrey M. Budzinski, CFS®

Financial Advisor

716-856-3300

jbudzinski@LumsdenCPA.com

Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors. 

EDUCATION

Buffalo State College, Bachelor of Arts, English

PROFESSIONAL

Institute of Business and Finance, Certified Fund Specialist®
Passed Series 6, 7, and 63 securities exam - Financial Advisor*

FUN FACTS

Jeff enjoys high altitude mountaineering and has summited mounts Kilimanjaro, Rainier, Shasta, and Washington. Born and raised in Buffalo, Jeff is a fan of Irish and 20th Century American Literature.

 

*Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment advisory services offered through 1st Global Advisors, Inc.

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Debt Management
  • Education Planning
  • Estate and Gift Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Special Situations
  • Tax Planning
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