Jeffrey Wendel’s Biography
Jeffrey L. Wendel is the CEO of Wendel Retirement Planning, a firm he founded in 2001 in Fort Recovery, Ohio. With over two decades of experience in the financial services industry, he specializes in comprehensive financial solutions—including tax strategies, retirement planning, and insurance advice. Under his leadership, the firm has managed more than $50 million in assets since 2013 and has maintained an A+ rating with the Better Business Bureau.
Mr. Wendel holds the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants, emphasizing high ethical standards in his practice. He is also a published author; his book, Grand Slam Retirement: A Winning Strategy for a Winning Lifestyle, offers readers actionable insights into healthcare, law, and taxes. Through in-depth interviews with industry leaders and entrepreneurs, the book provides a comprehensive guide for those seeking to secure a comfortable and fulfilling retirement.
Committed to financial education, Jeffrey Wendel conducts retirement planning workshops at Sinclair Community College in Dayton, Ohio. His client-centered approach has fostered long-term relationships based on trust and integrity. Outside of his professional endeavors, he is actively involved in his community and enjoys supporting local sports teams like the Ohio State Buckeyes and the Cleveland Browns.