Jack Heintzelman

I joined Boston Wealth Strategies in 2018 as a Paraplanner. I managed the financial planning process, working alongside the advisors to develop plans and recommendations. This helped me gain the experience that led to becoming a financial planner working directly with clients. When I interned with a financial advisor early in my college career, I was immediately drawn to this industry. I am so fortunate that each day I have the opportunity to positively impact clients’ lives. It’s a privilege to be able to help and guide people through their most major financial and life decisions.

I reside in Charlestown, MA. If I’m not on Zoom with clients, you can find me on the golf course or the ski mountain, depending on the season. I love to spend time with family and friends back home in the North Shore of MA where I grew up. I also love to travel and visit others. There’s so much beauty to see in this country and world. If you’re coming to visit the city, I’ll be the first one to grab us some tickets to a Celtics, Bruins, or Sox game.

Professional Designation, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNING® certification, CFP® Board
• Certified Private Wealth Advisor® professional, Investments & Wealth Institute
• Registered representative of Commonwealth Financial Network®
• FINRA Series 7 securities registration
• FINRA Series 63 (Uniform Securities Agent) securities registration
• FINRA Series 65 (Uniform Investment Adviser)

Professional Memberships

• Financial Planning Association
• FPA NexGen National Leadership Committee
• Good Sports Emerging Leaders Council
• Saint Anselm College yAnselmian Network
• Saint Anselm College Boston Steering Committee

Education

• Saint Anselm College, B.A, Finance
• Boston University Center for Professional Education
• University of Chicago Booth School of Business Executive Education

My dream travel destination is…

Ireland / Scotland and golfing from when the sun comes up until it goes down. Or doing the same thing but skiing in the Swiss Alps.

Something you may not know about me…

I played college soccer for 4 years at Saint Anselm College and was a Captain my senior year. I still play recreationally.