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Our financial advice team


Jeffrey Bellucci

Jeffrey Bellucci

CRPC®, ChFC®, APMA®

Private Wealth Advisor

Business Financial Advisor
Cardinal Pointe Financial Group
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance

Interests

  • Enjoy cycling with the Clydesdale Athletic Club - "Riding for Cures" www.clydesdaleac.org
  • Enjoy camping with family and golfing.
  • My family has a heart for adoption.
  • Enjoy helping families navigate the adoption process.
  • My family supports orphan initiatives worldwide - www.hopefulheartsfoundation.org

Community participation

Through my adoption experience I have learned the plight of orphaned children. This experience led me along with four others to create the Hopeful Hearts Foundation. Hopeful Hearts exists to provide medical and nutritional aid along with basic living necessities to orphan and abandoned children. In 2014 I began cycling with the Clydesdale Athletics Club. Our motto is "Riding for Cures" Since 2014 we have raised over $278,000 to fight cancer. Cancer touched my family in 2019 when my wife was diagnosed with triple negative breast cancer. As long as I am able I will continue "Riding for Cures" to help all those who are in the fight.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • Chartered Retirement Planning Counselor SM

Education

  • Master of Science, Engineering, University of Kentucky, Lexington, KY
  • Bachelor of Science, Engineering, University of Kentucky, Lexington, KY
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