Jared Feinberg, Rfc, Cpfa

Jared Feinberg, Rfc, Cpfa Email and Phone Number

Yorktown Heights, NY, US
Jared Feinberg, Rfc, Cpfa's Location
Yorktown Heights, New York, United States, United States
Jared Feinberg, Rfc, Cpfa's Contact Details

Jared Feinberg, Rfc, Cpfa work email

Jared Feinberg, Rfc, Cpfa personal email

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About Jared Feinberg, Rfc, Cpfa

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.

Jared Feinberg, Rfc, Cpfa's Current Company Details
Creative Pension Plans, Inc.

Creative Pension Plans, Inc.

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President
Yorktown Heights, NY, US
Employees:
1
Jared Feinberg, Rfc, Cpfa Work Experience Details
  • Creative Pension Plans, Inc.
    President
    Creative Pension Plans, Inc.
    Yorktown Heights, Ny, Us
  • Osaic
    Investment Advisor Representative
    Osaic Nov 2023 - Present
    Hartsdale, New York
  • Creative Pension Plans, Inc.
    President
    Creative Pension Plans, Inc. Apr 1996 - Present
    Hartsdale, New York
  • Creative Pension Plans, Inc.
    President
    Creative Pension Plans, Inc. Apr 1988 - Present
    Yorktown Heights And Hartsdale, New York
    Indvidual practitioner with over 25 years of experience in financial services and employee benefit programs. Along with a network of professional associates, my company maintains a specialty in estate planning, pension design, pension administration and insurance coverages.We focus on the design of retirement income programs by way of pension review, beneficiary review and Social Security review.
  • Fsc Securities
    Investment Advisor Representative
    Fsc Securities Jan 2009 - Dec 2023
    Hartsdale, New York, United States
  • Fsc Securities Corp.
    Registered Rep
    Fsc Securities Corp. Apr 1996 - Dec 2023
    280 N. Cental Ave., Suite 312, Hartsdale, N.Y. 10530
    Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of NY, CT, NJ & FL. No offers may be made or accepted from any resident outside the specific state(s) referenced.The site may contain links to articles or other information that are contained on a third party website. FSC Securities Corp does not endorse or accept responsibility for the content, or the use, of the web site. FSC Securities Corp assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. FSC Securities Corp is not affiliated with LinkedIn. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on this site. We do not control, serve, adopt or endorse any content that LinkedIn may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may remove comments or fans for a number of reasons. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call 914-681-0051 x20 PLEASE NOTE: The above disclosures may not be exhaustive of all disclosures required depending upon content present.
  • Westchester Putnam Bsa, Manitoga District Member
    Good Turn For America
    Westchester Putnam Bsa, Manitoga District Member May 2012 - May 2016
    Hawthorne, N.Y.
    Volunteer appointed position as Westchester Putnam Council Rep for the "Good Turn For America" service project. Responsibility is to coordinate units throughout the council to report community service work and promote the projects in the local media. Also attempt to disseminate information about projects amongst the districts.
  • Temple Beth Am - Yorktown Heights, N.Y.
    Board Member
    Temple Beth Am - Yorktown Heights, N.Y. Aug 2010 - May 2014
  • Northern Westchester Hospital
    President'S Council Board Member
    Northern Westchester Hospital Apr 2007 - Dec 2011
    I served as a volunteer with many dedicated professional people to help promote the hospital in its efforts to combat child obesity and overall better health through diet for children.
  • The New Yorktown Chamber Of Commerce
    President
    The New Yorktown Chamber Of Commerce Jan 2005 - Jan 2009
    I was president of our local chamber of commerce for 4 years. During this period I helped keep the organization solvent and positioned it to be an important part of the community as a voice for business as it relates to town government.

Jared Feinberg, Rfc, Cpfa Skills

Healthcare Strategic Planning Employee Benefits Public Speaking Fundraising Leadership Small Business Investments Nonprofits Estate Planning Retirement Planning Insurance Microsoft Excel Finance Human Resources Financial Services Retirement Strategic Financial Planning Securities 401k Financial Planning Management Long Term Care Insurance

Jared Feinberg, Rfc, Cpfa Education Details

Frequently Asked Questions about Jared Feinberg, Rfc, Cpfa

What company does Jared Feinberg, Rfc, Cpfa work for?

Jared Feinberg, Rfc, Cpfa works for Creative Pension Plans, Inc.

What is Jared Feinberg, Rfc, Cpfa's role at the current company?

Jared Feinberg, Rfc, Cpfa's current role is President.

What is Jared Feinberg, Rfc, Cpfa's email address?

Jared Feinberg, Rfc, Cpfa's email address is cp****@****ine.net

What schools did Jared Feinberg, Rfc, Cpfa attend?

Jared Feinberg, Rfc, Cpfa attended Stony Brook University, Dewitt Clinton H.s..

What are some of Jared Feinberg, Rfc, Cpfa's interests?

Jared Feinberg, Rfc, Cpfa has interest in Manitoga District Committee, Weight Training, Camping/hiking, Outdoor Leadership Challenges, Public Speaking, Scoutmaster Troop 173, Canoe/kayak, Martial Arts, Yorktown Heights, Running.

What skills is Jared Feinberg, Rfc, Cpfa known for?

Jared Feinberg, Rfc, Cpfa has skills like Healthcare, Strategic Planning, Employee Benefits, Public Speaking, Fundraising, Leadership, Small Business, Investments, Nonprofits, Estate Planning, Retirement Planning, Insurance.

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