Jeffrey A. Segal, CFP®
Co-Principle and Founder
Jeffrey is the founder, president, and managing partner of C.I.G. Private Wealth Management, LLC, an independent and comprehensive wealth management firm.
Jeffrey’s career began in 1988 at a Fortune 500 financial services company, where he was a frequent member of its esteemed President's Club. In 1999, he founded CIGPWM and chose Commonwealth Financial Network®, a top independent broker/dealer, to enable him to provide superior independent and objective wealth management for clients. Commonwealth is an independent broker/dealer and the only firm to be honored with Investment Advisor magazine's Broker/Dealer of the Year award an unprecedented 10 times*. Jeffrey is a frequent member of Commonwealth's esteemed Chairman's Retreat, Leaders Conference, and President’s Club based on ranking of annual production.
Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Certified in Long-Term Care (CLTC) consultant. He is an Investment Adviser Representative with Commonwealth and holds his FINRA Series 6, 7, 63, and 65 securities registrations. He maintains client relationships and licenses in many states throughout the U.S.; the list is available upon request. Jeffrey attended the University of Connecticut and has a bachelor’s in general business studies with a concentration in finance.
If you are looking for a guest speaker, Jeffrey has lectured to public, civic organizations, associations, and corporations. He has appeared on local television programs and has been quoted in numerous newspapers and publications. He is a charter member of the Morningstar® Advisor Panel and is a member of the National Registry of Experts, qualifying him to serve as an expert witness in investment, insurance, and financial planning legal actions.
Jeffrey and C.I.G. Private Wealth Management are participants and donors of many local community programs, including the arts, sports, and educational organizations. They are supporters of many charitable organizations, such as the American Cancer Society; American Red Cross; Food Share CT; and the Glastonbury Education Foundation, where Jeffrey is a past chairman. Jeffrey’s interests include tennis, auto racing, travel, and many others. Jeffrey resides in Glastonbury, Connecticut, with his wife, Jennifer, and their two children, Alexis and Sam.
*Results are based on advisor satisfaction: Commonwealth was the top broker/dealer in its division for 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005.