Jack Lutfy

Financial Planning Associate

Jack Lutfy

Email

jack.lutfy@onedigital.com

About

Jack Lutfy is a Financial Planning Associate with OneDigital, specializing in retirement plan advising and participant education.

He works closely with individuals and families to help them understand their financial options, navigate important financial decisions, and build confidence in their long-term plans. Passionate about financial education, Jack enjoys simplifying complex topics and helping clients gain a clearer understanding of their retirement benefits, investment choices, and overall financial picture. His client-first approach is rooted in transparency, trust, and a commitment to helping people make informed decisions that align with their goals.

Jack earned a Bachelor of Science in Human-Centered Design and Development from The Pennsylvania State University, where he was a member of Sigma Pi and participated in THON fundraising efforts. He holds a Series 65 license.

Originally from Milford, Pennsylvania, Jack now resides in Princeton, New Jersey. Outside of work, he enjoys hiking, golfing, sporting clays, and bird hunting with his dog.  

Investment advice offered through OneDigital Investment Advisors LLC.

Securities offered through M Holdings Securities, Inc. (“M Securities”), a registered broker/dealer, member FINRA/SIPC. M Securities is independently owned and operated. ODIA is independent of and unaffiliated with M Securities.
Check the background of this investment professional on FINRA’s BrokerCheck.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
M Securities’ Client Relationship Summary: Form CRS