He holds the CFP®, CPWA®, and CEPA designations, along with FINRA Series 7, 63, and 65 registrations. He earned a Finance degree from Saint Anselm College and completed executive education at the University of Chicago Booth School of Business. In 2024, Financial Planning named him one of the “7 Rising Stars” of the profession.
(2024 7 RISING STARS, created by Financial Planning Magazine. Presented in September 2024. Not indicative of advisor’s future performance. Your experience may vary.)
Beyond client work, Jack sits on the Financial Planning Association Board of Directors. He lives in Charlestown, MA, and outside of work enjoys golf, skiing, Boston sports, and travel. A former college soccer captain, he dreams of golfing in Ireland or skiing the Swiss Alps.
Jack Heintzelman joined Boston Wealth Strategies in 2018 and today serves as Partner and Director of Wealth Management. Since his start as a Paraplanner, he has grown into a leadership role focused on empowering clients, mentoring advisors, and shaping the long-term vision of the firm.
Jack’s career was inspired by an early internship with a financial advisor, where he saw firsthand the impact of helping families make meaningful decisions. His passion lies in aligning clients’ wealth with their values and long-term goals.
We’re here to help make sure it does.