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Jeff Garnica

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Jeff Garnica started his profession career in the medical device and healthcare industry.  From there, Jeff made the decision to get in to the financial planning business with AXA Advisors.  Jeff then joined Huntington Investment Company and assisted clients of the bank with retirement planning, investments, and estate planning services while working closely with the Trust Department as well.  Given the background in healthcare and financial planning, the Long Term Care business was a great fit and Jeff was recruited to Genworth Financial as a Vice President of Sales for the Great Lakes Region.  New York Life made a play to recruit the top performers from Genworth and Jeff left to join New York Life as  a Product Consultant for the Long Term Care and Linked Benefit product lines.  His territory consisted of working with over 1000 New York Life agents from Annapolis Maryland to Evansville Indiana.  While an excellent career move and after 4 years on the road, Jeff left New York Life to start a financial planning and insurance brokerage business in the cities of Cincinnati and Dayton Ohio.  The new business is thriving and Jeff is now enjoying the ability to be involved in the community and spend time cultivating relationships with family, friends, and clients.

Professional Experiences

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Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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