Introducing Our CERTIFIED FINANCIAL PLANNER™
Jeffery Grenchik serves as a CERTIFIED FINANCIAL PLANNER™ practitioner at Harvest Financial Planning, LLC. Jeff earned his bachelor’s degree in Finance from Illinois State University and holds his series 65 license with Private Advisor Group. Jeff has been in the financial services industry for over 25 years. For the last 6 years he worked for a boutique RIA in the southwest suburbs of Chicago where he served as the lead wealth manager for over 75 clients. Prior to that he spent 20 years in the Institutional Investment Consulting industry as an analyst and consultant. Jeff was responsible for managing the analytics group, investment manager due diligence, asset allocation, investment policy review and development, performance evaluation and meeting with clients. He has also served as a member of the Investment Committee at his past jobs.
Jeff has a sincere objective to build strong and lasting relationships with clients by combining his caring personality with his 25 plus years of experience in providing personalized, goal-oriented services. His goal is to provide confidence to clients by establishing a personalized financial plan and executing it.
Jeff is a lifelong resident of the southwest suburbs of Chicago and currently resides in Frankfort with his wife, Amy and daughter, Marlo. He is active in the Men’s group at St. Jude’s Catholic Church where he has been a lifelong member. Jeff enjoys playing sports, especially golf and basketball, and spending time with his wife and daughter.
Jeffrey Grenchik is solely an investment advisor representative of Private Advisor Group, and not affiliated with LPL Financial.