Jeffrey G. Kinneston, ChFC, CLU
Financial Advisor, Founding Partner
Jeff Kinneston joined his father, James Kinneston, at Penn Mutual Life Insurance Co. in 1985 as a third-generation insurance agent. Over the years, he has built a reputation for helping clients reach financial security and plan for the future with confidence. In 2009, he became a founding partner of Castle Advisors, an independent financial advisory firm, where he continues to provide personalized guidance and innovative solutions to meet his clients' evolving financial needs.
In 1983, Jeff graduated from the University of Vermont with a Bachelor of Science degree from the School of Business Administration with a specialty in Finance. He has since received his Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He is also a Cetera Financial Specialists Leaders Council Recipient and serves on the Castle Advisors Investment Committee.
Today, Jeff’s work centers on helping individuals and businesses reach their financial goals through comprehensive planning. He enjoys building long-term relationships with clients to truly understand their needs and goals. One of the most rewarding aspects of his work is helping them navigate financial challenges and achieve their objectives. The opportunity for lifelong learning and staying informed about new financial strategies keeps him engaged and motivated in his work.