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Jeffrey Cirino
Certified Financial Planner ™

Jeffrey Cirino, MBA, ChFC, CLU, EA, CFP® is the founder and chief planner of the Alpha Planning Team. He has 23 years’ experience in the insurance and securities industries. Jeff has appeared on ABC, NBC, CBS, FOX and CNBC, and has been featured as a leading financial professional in Newsweek and Forbes, among other respected outlets. 

Jeff Cirino interview with Leon Bibb from NewsNet 5 on Kaleidoscope

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

This website is not a solicitation to sell insurance products. Please consult a qualified financial or tax advisor before committing to any strategy. Alpha planning and Jeff Cirino are Registered Investment Advisors with the State of Ohio Division of Securities.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.