Jeffrey Gantz

CFP®, CLU®
Financial Advisor

BSH Financial's founder and President Jeff Gantz is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has assisted clients in managing wealth for over 20 years.  Previous to him becoming an independent advisor affiliated with Raymond James, he was a financial advisor with Smith Barney (2001 -2008) and a branch manager and financial advisor with Olde Discount Stockbrokers (1993-2001).

He graduated from Indiana University's School of Business in 1992 and served in the Indiana Army National Guard (1987-1993), including active duty service in the U.S. Army (1988-89).  He is married with two children.

Jeff Gantz holds the following licenses:

  • General Securities Representative (Series 7)
  • Registered Options Principal (Series 4)
  • General Security Sales Supervisor (Series 8)
  • Uniform Investment Advisor Law (Series 65)
  • Uniform Securities Agent State Law (Series 63)
  • State of Indiana Insurance License:  Life, Accident & Health

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.