Profile

Mr. Jeffrey Augustine, CFP®, CFA

Augustine Financial Solutions LLC

Contact Details

Augustine Financial Solutions LLC
110 Aletha Road
Needham, MA 02492
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Primary: 781-771-0880
Mobile: 781.771.0880

Bio

Jeffrey B. Augustine, CFA, CFP® brings over thirty years of professional experience in the investment management industry to his role as Advisor at Augustine Financial Solutions LLC, a firm established to provide fee-only, wealth management and financial planning services to those planning for or in retirement. His goal is to "Create a Financial World that Works for You".

Prior to founding Augustine Financial Solutions LLC, Jeff was a consultant and prior to consultancy, Jeff worked for seven years at Putnam Investments and ten years at Colonial Mutual Funds (now Columbia Threadneedle) in portfolio management and related roles. Broad professional investing experience including US equity, international equity, and municipal bond fund management provide Jeff with a special view of the investment landscape.

Jeff’s passion to work with individuals and families lead him to pursue the CFP® certification. Jeff earned his Bachelor of Science degree from Loyola University Chicago and holds the Chartered Financial Analyst designation. He is an active member of the CFA Society Boston where he recently served as Chair. He was elected to the Board of Directors of CFA Society Boston in June of 2011.  He also serves on the Board of Lasell Village, a congregate care retirement community and is a member of the audit and investment committees.

Jeff is a CFP® professional. He regularly attends CFA Boston programs, and NAPFA Mass Study Group meetings. He is a member of ACP, the Alliance of Comprehensive Planners and NATP, the National Association of Tax Professionals.

Jeff and his family have made their home in Needham since 1988. He is active in church music ministry and enjoys swimming, music and Boston’s professional sports teams.

Professional Credentials/Designations

  • CFA
  • CFP®

Serving Clients Living In

  • MA

Engagements Offered

  • Limited/Project Retainers
  • Open Retainers
  • Wealth Management

Personal Interests

  • Church activities
  • Dog-owner
  • Music
  • Professional sports fan
  • Swimming
  • Beer tasting

Additional Office Locations

  • United States

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes