Jeffrey D. McClenning,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. McClenning, CFP®

Managing Partner

Capital Insight Group

3930 E Jones Bridge Rd, Ste 150
Peachtree Corners, GA 30092
(800) 356-5336
(770) 441-3553
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Jeffrey McClenning is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Insight Group in Peachtree Corners, GA and the surrounding communities.

Financial Advisor Overview

The only way we can do our job properly is by being independent advisors, which allows for decision-making that is objective, honest and personalized for each individual client.

It is vital for individuals that provide financial advice to act as a fiduciary, and make recommendations that are truly in the client's best interest.

We believe in doing what is right.


Financial Advisor Experience

Jeff McClenning is a Managing Partner and Wealth Advisor with Capital Insight Group. A native of Illinois, he graduated from the University of Illinois with a BS degree in Statistics and from Georgia State University with a MS degree in Personal Financial Planning. Prior to joining Capital Insight Group, Jeff was Assistant VP of Operations for First Busey Trust & Investment Company in Champaign, IL, and then a manager with SunTrust Bank’s Private Client Services in Atlanta, GA.

He was named the Outstanding Personal Financial Planning Student of the Year at Georgia State University and is FINRA Series 7, 66 and 24 licensed. He is a Certified Financial Planner® professional.

Jeff has been interested in the economy and financial markets since he took an economics class in high school. He is a devoted family man who enjoys spending time with his wife, Marcell, and their two sons at their home in Buford.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources