Jeff Feliciano, CFP, CLU, ChFC

Jeffrey Feliciano

Investment Advisor Representative*

With over 18 years-experience in the financial services industry, Jeff Feliciano has built his business primarily with successful entrepreneurs, key executives, and pre-retirees. In his never-ending pursuit of success, he has achieved the professional designations of CFP (Certified Financial Planner), CEP (Certified Estate Planner), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant). With his vast knowledge in all aspects of financial and estate planning, his practice primarily focuses on Comprehensive Wealth Management for his clients. He is a member of the Financial Planning Association, National Association of Financial Advisors, and the National Association of Life Underwriters. Jeff has also been a presenter and keynote speaker at many Feliciano Financial Group events throughout the country.

Along with his wife, Marci, Jeff is an advocate and supporter of fund raising, awareness, treatment and prevention of children’s mitochondrial diseases, as well as all other pediatric related illnesses. Jeff lives in Tyler with his wife, Marci, and their children Jacob, Julia, and Jenna. Continuing to live within their heart is their precious son, Jackson Thomas Feliciano (9/2/05 10/5/07).

*Jeff Feliciano is an Investment Advisor Representative of and offers securities and investment advisory services through Lion Street Financial, LLC, Member FINRA, SIPCand Registered Investment Advisor.

 

  • Holistic Planning
  • Health Insurance
  • Retirement Planning
  • Life Insurance
  • Long Term Care Planning
  • Crisis Management
  • Tax Planning
  • Estate Planning
  • Wealth Planning
  • Business Planning
  • Benefits for Employees
  • Employee Advocacy
  • Estate Planning
  • Wealth Planning
  • Life Insurance
  • Estate Planning
  • Wealth Planning
  • Life Insurance
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