Jeffrey A. Segal
CFP®, CLTC, AIF®
President and Founder
Jeffrey Segal is the President and Founder of C.I.G. Private Wealth Management. His career in financial services spans 30 years, 20 of which were spent establishing and growing his own firm.
Genuinely invested in helping people succeed financially, Jeffrey is determined to use his industry knowledge and experience to make a difference in the lives of his clients. Aside from holding his Series 6, 7, 63 and 65 securities licenses, Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Certified Long- Term Care (CLTC) consultant. He is an outstanding leader who believes in integrating and coordinating planning strategies with clients, other professionals, and their trusted advisors for success.
Originally from Massachusetts, Jeffrey currently lives in Glastonbury, CT with his wife, Jennifer and their two children. His hobbies include automobile racing, traveling, hiking, golfing, and playing tennis. He is a Chief Instructor at the Audi NEQ Club and never turns down an opportunity to help others.
To compile the 2019 and 2020 list, the Financial Times evaluated nominees on several primary areas and calculated a numeric score for each advisor. The areas of consideration include assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 960 qualified applications were considered; and 400 (40.6 percent of candidates) were recognized. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com
The 2020 ranking of the Forbes' Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5) percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available HERE