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  • Management Team

Jeffrey Arsenault, CPA/PFS, MST, CFP®, RLP®

Partner and Co-Founder

THREE WORDS TO DESCRIBE ME…

Young at heart.

MY BEST ADVICE…

Read some Eckart Tolle. And then read it again. And again.

(978) 557-5395

Experience

Mr. Arsenault provides comprehensive investment management services to high net worth individuals and families. With more than twenty years of experience, Jeff helps clients of MFA Asset Management on all facets of wealth management. He both advises and educates clients, identifying the advantages and consequences of alternative courses of action regarding investments and wealth planning. Jeff is skilled in overseeing and coordinating the efforts of clients' various professional advisors to assure cohesive and timely solutions.

Jeff is one of a small number of New England area advisors who has achieved the designation of Registered Life Planner from the renowned Kinder Institute of Life Planning. As a Registered Life Planner, Jeff applies the life planning skills and methodologies taught by the Kinder Institute to the professional practice of financial planning. He has helped numerous clients successfully align their money with what's most important in their life by creating viable, long-term financial and investment strategies that support their unfolding life plan and its financial requirements.

Education

  • MST – Master of Science in Taxation; Bentley College
  • BS – Business Administration, Accounting; University of Massachusetts Amherst

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Massachusetts Society of Certified Public Accountants
  • Institute of Certified Financial Planners
  • Kinder Institute of Life Planning
  • Financial Planning Association
  • Boston Estate Planning Council

Expertise

  • Investment management
  • Asset allocation planning
  • Financial life planning and goal setting
  • Estate planning and wealth transfer strategies
  • Cash flow management
  • Tax planning
  • Retirement planning
  • Life and disability insurance planning
  • Charitable planning
  • Equity based compensation planning
  • Family and business succession planning
  • Educational planning
  • Family meeting facilitations
  • Family office advisory

Certifications

  • CPA – Certified Public Accountant
  • PFS – Personal Financial Specialist (AICPA)
  • CFP® – Certified Financial Planner
  • RLP® – Registered Life Planner
  • Series66 NASD

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