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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Jack R. Ellenberger, CFP®

Vice President

Jack R. Ellenberger, CFP®

Vice President

Location: Greensburg
Phone: (724) 838-0990 x 1560

Jack R. Ellenberger, CFP® is a Financial Advisor focusing on sustainable investing. Jack aims to help clients create lasting financial plans that complement their lifestyles, bridge the gap to the next generation, and reach a more diverse audience while giving back to the community.

Jack is a Leader in Sustainable Investment portfolios with a focus on ESG (Environmental, Social, and Governance) Factors. He helps individuals and organizations make an impact by aligning their values with sustainable investment strategies.  

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Jack is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance.  Jack is a graduate of the Pennsylvania State University with a B.S. in Finance and International Business and a Minor in Spanish.  He also studied at the Universidad de Salamanca in Salamanca, Spain, completed an Executive Certificate in Financial Planning at Duquesne University and is a graduate of Leadership Development Initiative XVII (a program of Leadership Pittsburgh Inc.)

Jack is actively involved in the Greater Pittsburgh Community Food Bank as a volunteer and member of the finance committee.  He is a former Big Brother through Big Brothers Big Sisters of Greater Pittsburgh and is a member of Grow Pittsburgh and Nine Mile Run Watershed Association.  

Jack lives in Regent Square with his wife Michelle and two sons, Lex and Leo.  He enjoys playing soccer, gardening and spending time with his family and friends.  Jack is passionate about the city of Pittsburgh and values innovation, sustainability and giving back to his community by doing good.

Jack is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Jack R.'s Upcoming Seminars

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.