Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu Email and Phone Number

Director of Financial Planning and Wealth Management @ Planning Financial Futures, Inc.
Melville, NY, US
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's Location
Melville, New York, United States, United States
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's Contact Details

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu work email

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu personal email

n/a
About Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu

“If there is any one thing that will bring peace and contentment into the human heart, and into the family, it is to live within our means. And if there is any one thing that is grinding and discouraging and disheartening, it is to have debts and obligations that one cannot meet.” - Herbert J. GrantI am an actively practicing Board Certified Financial Planner Designee (CFP) with 30+ years of personal financial & retirement planning, investment management, and insurance experience. My professional goals are to help pre & post divorced, widowed, single, or married couples maximize personal financial security and growth of all financial resources, begin the next chapter of life, save for college and retirement, minimize taxes and plan for the next generation. Take 3 minutes to build your personal retirement - https://us.planswell.com/discovery/adv-jeff-20 - Reach me at 631-546-5403Securities and investment advisory products and services are offered through registered representatives of Cetera Advisor Networks LLC, a securities broker/dealer (member FINRA / SIPC), and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's Current Company Details
Planning Financial Futures, Inc.

Planning Financial Futures, Inc.

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Director of Financial Planning and Wealth Management
Melville, NY, US
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu Work Experience Details
  • Planning Financial Futures, Inc.
    Director Of Financial Planning And Wealth Management
    Planning Financial Futures, Inc.
    Melville, Ny, Us
    View
  • Planning Financial Futures, Inc.
    Director Of Financial Planning & Wealth Management
    Planning Financial Futures, Inc. May 1995 - Present
    Founding principal of closely held wealth management and financial planning concern. Serving the recently divorced, widowed, mass affluent individuals, couples and small business operators seeking favorable tax planning, risk mitigation, and active investment management to prepare for college, retirement, and asset distribution.
  • North Ridge Wealth Planning Llc
    Registered Investment Advisor Representative
    North Ridge Wealth Planning Llc Jul 1995 - Present
    Melville, New York, Us
    Director of personal planning operations. Direct involvement of new client on-boarding, analysis and execution of action steps to achieve planning goals.
    View
  • Edelman Financial Engines
    Associate Director, Financial Planning
    Edelman Financial Engines Jan 2013 - Jan 2014
    Santa Clara, California, Us
    Helping clients reach their financial goals and objectives thru financial planning and investment management.
    View
  • Mutual Of Omaha
    Agent, Field Trainer & District Manager
    Mutual Of Omaha Jul 1990 - Jul 1995
    Omaha, Ne, Us
    Individual and Small Group Investments & Insurance
    View

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu Skills

Retirement Investments Financial Planning Insurance Finance Retirement Planning Wealth Management Estate Planning Strategic Financial Planning Long Term Care Disability Insurance Portfolio Management Investment Management Personal Financial Planning Long Term Care Insurance Alternative Investments Series 7 Management Risk Management Asset Management Financial Analysis Customer Service Financial Services Financial Advisory Small Business Leadership Fixed Annuities Life Insurance Public Speaking Analysis New Business Development

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Special Needs Planning
  • Institute For Divorce Financial Analysts
    Institute For Divorce Financial Analysts
    Support And Maintenance
  • The American College Of Financial Services
    The American College Of Financial Services
    Retirement Income Planning
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Life Underwriter
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Financial Consultant
  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Northeastern University
    Northeastern University
    Registered Health Underwriter
  • Binghamton University
    Binghamton University
    Economics
  • Smithtown Hs East
    Smithtown Hs East
    Regents Diploma

Frequently Asked Questions about Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu

What company does Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu work for?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu works for Planning Financial Futures, Inc.

What is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's role at the current company?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's current role is Director of Financial Planning and Wealth Management.

What is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's email address?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's email address is jl****@****res.com

What is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's direct phone number?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's direct phone number is +151639*****

What schools did Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu attend?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu attended The American College Of Financial Services, Institute For Divorce Financial Analysts, The American College Of Financial Services, The American College Of Financial Services, The American College Of Financial Services, College For Financial Planning, Northeastern University, Binghamton University, Smithtown Hs East.

What are some of Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's interests?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu has interest in Education, Health.

What skills is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu known for?

Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu has skills like Retirement, Investments, Financial Planning, Insurance, Finance, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial Planning, Long Term Care, Disability Insurance, Portfolio Management.

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