Mitchell J Metz

Mitchell J Metz CDFA®, CFP®

30 South 17th Street
Suite 1620
Philadelphia PA 19103
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2155573800

Jeff is a cofounder and principal member of Pinnacle Financial Advisors. Jeff counsels clients and serves on the Financial Planning and Investment Committees.  Medical Economics magazine has named Jeff as one of the “Best Financial Advisors for Doctors.” Jeff has also been recognized by Philadelphia Magazine as a 5-Star Wealth Manager, placing him in the top 2% of Philadelphia area wealth managers.

Jeff graduated from Case Western Reserve University with a degree in Chemical Engineering and began his career in financial and energy usage analysis at Diamond Shamrock in Dallas, TX. While in Dallas, he became interested in using the principles of corporate finance in personal financial planning and investment analysis. Jeff later moved back to the Philadelphia area where he started his own financial planning firm. He became a Certified Financial Planner and Accredited Asset Management Specialist (AAMS) through the College of Financial Planning in Denver. In 1991, Jeff and Harry Scheyer, CPA, CFP founded Pinnacle Financial Advisors to focus on personal financial planning and wealth management.

He is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association. Jeff has served on the NAPFA Northeast Regional Board, in which he was part of the organizing committee, and was Co-Chair of two NAPFA national and regional educational conferences. Jeff is also a member of the Financial Therapy Association.

Jeff, a native of Cherry Hill, has lived in Lower Merion Township outside of Philadelphia with his wife and three children since 1995. Jeff has served on the board of his synagogue and as chairperson of its education committee. In his free time, he enjoys reading (particularly history), working out at the gym, biking, and spending time with his family.

Jeff finds inspiration in helping clients discover what is meaningful to them about their lives. Working with clients in an empathic manner fosters an environment where couples are encouraged to explore their concerns and identify their differences. Jeff enjoys the opportunity to offer counseling that reduces anxiety and creates convergence in the actions taken to produce real financial progress and peace of mind. Jeff has attended Collaborative Family Law Training sessions and has completed a 40 hour Mediation Intensive Training program through the Center for Understanding in Conflict.   Jeff is a CDFA™ professional.