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Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been serving on the FPA...
Jack Heintzelman – FPA National Board of Directors
Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman.
Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack
has been serving on the FPA NexGen National Leadership Committee, for the past two years,
and has just been elected to the FPA National Board of Directors for a three-year term, beginning
in 2025. Jack has his B.A. in Finance from Saint Anselm College, where he was also captain of
the varsity soccer team. They discuss:
- Things a NexGen advisor should value when looking to join a firm
-What the FPA NexGen National Leadership Committee is, and what they do
-The agenda for the FPA National Board of Directors
More on Jack:
https://www.linkedin.com/in/jackheintzelman/
