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Jack Mancinotti

Wealth Manager & Retirement Plan Consultant

CFP®

About Jack

Jack Mancinotti is a Wealth Manager and Retirement Plan Consultant at Everhart Advisors. He has worked with families, businesses, and retirees helping with investment management, developing efficient tax strategies, and implementing retirement plans for businesses.

In addition, Jack has experience in non-qualified retirement plans aiming to provide tax planning strategies for business owners and enhanced retirement benefits for senior executives.

Jack graduated from The Ohio State University with a Specialized Master of Finance degree (SMF) and was a leader on the varsity golf team. He currently sits on the board of the Toledo Junior Golf Association and is an active member of the young professional’s organization, Toledo EPIC.

Jack is also a CERTIFIED FINANCIAL PLANNER® practitioner.

Outside of his passion for financial advising, Jack enjoys traveling, fitness, playing golf, and his Sunday league basketball games.

For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/

Interested in a conversation?

Schedule your introductory meeting with Jack today!