After almost 20 years’ experience as a financial planner, Jeff Panik knows one of the most valuable roles he plays is to help clients strike a balance between financial obligations and true happiness. Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.

After graduating from Duquesne University in Pittsburgh, PA—the first in his family to attend college—Jeff enlisted in the US Army in a program that paid off his student loans. Jeff admits his lack of financial literacy prior to entering the Army was a catalyst for his current career path as a financial planner. While his professional degree was focused on finance and psychology, his tour of duty in Korea at the Joint Security Area at Panmunjom and later at Fort Bragg, NC, provided fertile ground for experience in understanding and pursuing what truly matters.

When Jeff completed his service, he was honorably discharged and began his career working for a large brokerage firm as a trainee in their Financial Advisor Program. Over the years, Jeff gained experience working with both wirehouse and independent financial planning firms, and today believes being independent allows him to offer the personalized service and independent financial advice his clients deserve. Over the past 20 years Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals and work towards achieving their dreams.

Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for 20 years. Jeff and his wife Rebecca, currently live in Brookhaven. When he isn’t working with clients, Jeff enjoys spending time with family, travel, reading, and all types of athletics.