Jack Heintzelman, CFP®, CPWA®, CEPA
Partner, Director of Wealth Management
Jack has been featured and quoted in leading national and industry publications, including CNBC, Bloomberg, Reuters, MarketWatch, InvestmentNews, Financial Planning, ThinkAdvisor, WealthManagement.com, FinancialPlanning.com, AdvisorNews, and Advisorpedia. He has also appeared on industry podcasts such as The Blueprint: An FPA NexGen Podcast, New Planner Podcast with Caleb Brown, Growing Money with Sean Trace, and Purpose Focused Advisor. A frequent speaker and panelist at conferences and industry events, Jack shares insights on financial literacy, leadership, the next generation of financial advisors, and the future of the profession.
Beyond his work with clients and advisors, Jack serves on the Financial Planning Association Board of Directors. He lives in Charlestown, Massachusetts, and enjoys golf, skiing, Boston sports, and travel. A former college soccer captain, he hopes to one day golf in Ireland and ski the Swiss Alps.
2024 “7 Rising Stars,” created by Financial Planning. Presented in September 2024. This recognition is not indicative of future performance or success. Your experience may vary.
Jack Heintzelman joined Altara Wealth in 2018 and serves as Partner and Director of Wealth Management. Since starting as a Paraplanner, he has grown into a leadership role focused on serving clients, mentoring advisors, and helping shape the firm’s long-term vision.
Inspired by an early internship with a financial advisor, Jack developed a passion for helping families make meaningful financial decisions and aligning wealth with their values and long-term goals.
Jack 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 its “7 Rising Stars” of the profession.*
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jack@altara-wealth.com