Jeffrey Mau, CFP®,ChFC®
Jeffrey began his career in the financial planning industry in 1999 and joined RGS Wealth Strategies, Inc. in 2011. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Jeffrey has extensive knowledge of financial planning issues, including investments, insurance, estate planning, retirement planning, and risk management. In addition to being a CFP® certificant, Jeffrey also holds the Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Planning. As a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser, he holds FINRA Series 6, Series 7, Series 63, Series 66, and Series 24 securities registrations. Jeffrey also holds his New York State insurance licenses in Life, Accident, and Health and is New York State Long-Term Care Partnership certified.
Jeffrey currently resides in the City of Rochester with his wife, Laura, and son, Nicholas.