MEET THE TEAM
Founded by Jeff Cirino in 1993, Alpha Planning & Financial Services, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Founder and CEO
Jeff has been a well-known fiduciary advisor for over 25 years. During that time, he has focused his firm and developed his team’s skills in using advanced planning concepts, with a primary focus on clients nearing or already in retirement. Jeff has great passion for the challenge of helping usher people through the complex process of the retirement transition. He understands the confusion and stress people may sometimes feel when approaching financial issues at this important phase of their lives.
Throughout the years of growth for his firm, he has written five books, “The Complete Guide to College Funding” (2003), “The Skinny on How to Have a Fat Retirement” (2013) and his latest work, “The BIG Squeeze: How Boomers Can Survive and Thrive in the New Retirement Frontier” (2017), "Forced to Retire" (2018), and his latest work, "Retirement 20/20" (2019).
Also, throughout this time, Jeff achieved and has maintained through continuing education, the following academic and professional designations:
- Executive Master of Business from Baldwin-Wallace University (EMBA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Enrolled Agent, registered with the IRS and qualified to advise, prepare and represent all matters of taxation before the IRS on the behalf of clients (EA)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
Jeff feels there is too much avoidable confusion in the industry. Even though he and his team have a lot of technical knowledge, he is very focused on explaining complex financial concepts in plain English and in ways everyone can understand.
Jeff is a lifelong accomplished pianist and guitarist. He lives in Brecksville with his wife, Elizabeth, and sons Reese and Foster. The family is very active as volunteers for several charities as well as the Cuyahoga Valley National Park.
Aaron Simpson, CFP®, RICP®
Aaron Simpson is a CERTIFIED FINANCIAL PLANNER™ advisor at Alpha Planning. After working college summers at a financial firm in his hometown of Vancouver, Canada, Aaron joined the industry full time in 2016. He focuses on helping clients by creating and implementing personalized planning strategies designed to maximize retirement income and wealth.
Graduating with a degree in Business and Communications from the University of Mount Union in 2012, Aaron has always had a passion for helping others work through challenges and solving complex issues. He enjoys cultivating long-lasting relationships with clients that are built on trust and transparency in order to best serve their interests and achieve ultimate retirement satisfaction.
Outside of the office, Aaron enjoys the warm weather months around Ohio playing golf, hiking in the Cleveland Metroparks and spending time with his wife, Megen. He also enjoys traveling and experiencing new cities around the world.
“The reason I joined Alpha Planning is the transparent approach that Jeff and the team takes with everyone who walks through our doors. We believe in educating and creating a process that will empower our clients to feel comfortable and confident about their future retirement years. Knowledge is power, and if our clients are equipped with enough understanding from our relationship together to feel self-assured about achieving their future goals, then we have done our job.”
Director of Marketing and Office Manager
Wendy Lange is a Notary Public who has over 25 years of experience working at financial and insurance-based organizations as the primary point of contact for both clients and institutional groups. The Alpha team is very fortunate to have someone with Wendy’s people skills and operations management. Wendy has become an invaluable client relations and service leader in assisting clients with any and all service requests, networking and sharing the Alpha Planning philosophy.
“The moment l walked into the office for the first time, I immediately felt like I was home. Alpha Planning’s core values of Trust, Transparency and Education are woven into everything we do as a team. It is very fulfilling to help clients understand their current financial situation, work through our process and be able to realize their retirement dreams. The team environment we have built enables us to give our clients the best personal service they each deserve. When you walk into our office and I greet you with a smile, be warned ... it is contagious!”
Crystal Flynn is the newest member to join our team and is the Operations Specialist at Alpha Planning. After 15 years of working in the healthcare industry, Crystal decided to take a leap of faith and venture into the world of banking operations. Her impeccable organizational skills and attention to detail lead her to excel at a local financial institution. Investment banking and retirement planning soon became a passion of hers. She has worked with both on the operations side in the last 3 years.
"I came to Alpha Planning seeking employment, but I found a home. From the warm and friendly faces the moment you enter the door, to the look of relief on clients faces when we present a comprehensive financial retirement plan for them, I knew this was where I wanted to stay. I truly enjoy making a difference in the lives of others."
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.