Jared Feinberg, Rfc, Cpfa Email & Phone Number

Financial Service Professional with a specialty in advising business owners and their families on the appropriate company benefit plan that are designed to protect them now and in the future. We help evaluate income protection plans (individual and group), long-term care insurance options, life insurance policies (personal and business) and retirement planning options.I have a securities licenses through Osaic Wealth Inc., one of the largest independent financial services firms in the country. Our office is located in Central Westchester. We provide investment advisory services and retirement planning consulting services.I served as President of the Yorktown Chamber of Commerce from 2005 to 2008 and was awarded the "Chairman's Award" for community service along with multiple proclamations and certificates of achievement from our local elected officials. I have a special interest in conducting Human Resource seminars with a focus on the prevention of sexual harassment at the workplace, elimination of domestic violence at the workplace and the abolishment of child abuse.Specialties: We specialize in benchmarking pension and profit sharing plans. We are able to research situations and complete complicated plan transactions involving life insurance transfers out of retirement plans and into trusts while maintaining the qualified status of the plan. Additionally, our knowledge and expertise in estate planning and trusts makes us a more efficient employee benefit firm.Securities and Investment Advisory Services offered through Osaic Wealth Inc. Member FINRA, SIPC a registered investment advisor. Creative Pension Plans, Inc. is not affiliated with Osaic Wealth or registered as a Broker/Dealer or investment advisor. Insurance services are offered by Creative Pension Plans, Inc.

Listed skills include Healthcare, Strategic Planning, Employee Benefits, Public Speaking, and 19 others.