100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

Jack Finch serves as a financial advisor in Savant’s Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, he is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Jack’s interest in business and finance began during his childhood in Ontario, Canada. On morning drives to school, he listened as his father, an insurance professional, guided clients through coverage decisions and claims. Those early experiences shaped Jack’s understanding of how financial guidance can support people through important moments.

He carried that early curiosity into his studies at Creighton University in Omaha, Nebraska, where he earned a bachelor’s degree in business. While learning financial concepts in the classroom, he was also deeply involved with the Creighton Rugby Club, serving as captain, coach, and president.

Jack joined Heritage Financial in 2022 as a paraplanner and advanced to wealth advisor two years later. He joined Savant in 2026 when Heritage joined the firm.

Rugby continues to be a meaningful part of Jack’s life. The sport has taken him to Australia, New Zealand, Thailand, Indonesia, and Japan, both as a player and a fan. He remains active with the Boston Irish Wolfhounds and enjoys books and podcasts about global travel and exploration.

Education &
Designations

Creighton University
Bachelor of Science in Business
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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