Broker Check
Jeffrey Panik, CFP®, MSFS, CRPS®

Jeffrey Panik, CFP®, MSFS, CRPS®

Managing Principal, Financial Advisor

After almost 20 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.

During his career, Jeff has worked with hundreds of families, individuals and small businesses to help them set goals, strategically manage their assets and work towards achieving their dreams.

The first in his family to attend college, Jeff studied finance and psychology at Duquesne University in Pittsburgh. After graduating, Jeff enlisted in the U.S. Army, completing a tour of duty in Korea at the Joint Security Area at Panmunjom and later at Fort Bragg in North Carolina.

When Jeff completed his service, he was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Over the years, Jeff worked at both large investment and independent financial planning firms, and today believes being independent allows him to offer the personalized service and independent financial advice his clients need and deserve.

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