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Jeffrey A. Sirak, CLU®, ChFC®, RICP®

Jeffrey A. Sirak, CLU®, ChFC®, RICP®

Financial Advisor

Jeff joined Sirak Financial in 2006 as a financial advisor focusing on designing and implementing holistic financial plans for his personal and business clients. Through a variety of strategies, he helps people across the country maximize wealth, minimize taxes, and protect their families and businesses so they can honor the most important commitments in their lives.  Jeff has his Life and Health insurance, as well as his Series 7 and Series 66 Securities Licenses. He has also acquired his Retirement Income Certified Professional®, Chartered Life Underwriter®, and Chartered Financial Consultant® professional designations.

On the personal side, Jeff grew up in Canton before attending Western Reserve Academy in Hudson followed by the University of Michigan in Ann Arbor. After graduation, Jeff moved to New York City for nine years where he met his wife, Lindsay, and worked in finance and marketing analysis at Scholastic Corporation. In his free time, Jeff enjoys spending time with his family, coaching youth sports, playing golf, traveling, and unapologetically rooting for the University of Michigan's football and basketball teams!

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0F71319

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