Meet Your Wealth Coach
Jack Gelnak, JD founded Premier Wealth Management and also Co- Founded The Stedge Group specifically to help families maximize the college entrance and financial process. Whether the source of aid is federal, state, a scholarship or a grant, Jack has extensive experience in the college planning arena. This makes him the go-to resource for individuals and families who have children with college applications on the horizon.
Jack’s academic accomplishments include a Bachelors of Science degree in Psychobiology from the University of California, Los Angeles (UCLA), a Juris Doctor (JD) degree from the University of West Los Angeles School of Law and a Certificate of Personal Financial Planning from the Metropolitan State College of Denver. His depth of education and experience is a solid foundation from which to advise his clients in avoiding the most common financial mistakes.
As a financial coach, Jack works with clients creating customized financial plans to help meet their needs. Jack and his team specialize in providing comprehensive financial planning and consulting services to individuals, including professional money management, college funding, retirement, insurance, and estate planning.
Jack will meet with every client to review their current financial situation in order to discuss their long and short term objectives. After a thorough analysis of this information, a determination is made to find the strategies which will work best for each client’s specific goals.