Jeffrey E. Korbini, CFP®, ChFC, CLU

Jeffrey E. Korbini, CFP®, ChFC, CLU

Financial Advisor

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

Jeff has more than 18 years of experience as a Financial Advisor creating and implementing investment strategies designed to help build and preserve clients' wealth.            Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and focuses on comprehensive investment planning for high net worth individuals, families, successful professionals, business owners and retirees. Through a solid work ethic and a unique ability to provide clients with clear explanations of complex financial solutions, he helps clients reach their financial goals.


To earn his CFP® professional designation, Jeff completed hundreds of hours of rigorous coursework and examinations,  agreed to adhere to high standards of ethical conduct, and completed the CFP® Board's biennial ongoing certification requirements.  Jeff demonstrates skill in analyzing and developing personal long-term investment plans to help clients prepare for retirement while developing and implementing strategies for building wealth.


In addition to the CFP® professional designation,  Jeff holds several securities registrations and insurance1 licenses, as well as advanced financial planning and insurance designations including the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®). With these additional designations, Jeff is able to provide comprehensive service across all key investment planning disciplines including retirement planning, investment management, estate  planning, income taxation2 and insurance.


Jeff's educational background includes graduating with a double major, earning a Bachelor's of Science in both Business Administration and Sports Management at Mt. Vernon Nazarene University in Mt. Vernon, OH in 1993.


Away from the office, Jeff enjoys spending time with his wife and three children. Having adopted children from Guatemala and Peru and wanting to help others, Jeff and his wife Lori established a non-profit foundation to raise funds for an orphanage in Peru. In addition, Jeff is active at church and enjoys running, softball and basketball. He is a native of Ohio and lives with his family in Hilliard.


1 Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, is a separate non-bank affiliate of Wells Fargo & Company.
2 Wells Fargo Advisors Financial Network and/or Ascend Advisory Group are not a tax or legal advisors.

 

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN.
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