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Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu Email & Phone Number
Director of Financial Planning and Wealth Management
at
Planning Financial Futures, Inc.
1 work email found
@planningfinancialfutures.com
9 phones found area 516, 631, and 917
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning and Wealth Management
Location
Melville, New York, United States
Who is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu? Overview
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Quick answer
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu is listed as Director of Financial Planning and Wealth Management at Planning Financial Futures, Inc., based in Melville, New York, United States. AeroLeads shows a work email signal at planningfinancialfutures.com, phone signal with area code 516, 631, 917, and a matched LinkedIn profile for Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu.
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu previously worked as Director of Financial Planning & Wealth Management at Planning Financial Futures, Inc. and Registered Investment Advisor Representative at North Ridge Wealth Planning Llc. Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu holds Chsnc, Chartered Special Needs Consultant, Special Needs Planning from The American College Of Financial Services.
Company email context
Email format at Planning Financial Futures, Inc.
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*@planningfinancialfutures.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Retirement, Investments, Financial Planning, Insurance, and 27 others.
Current workplace
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's current company
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5 roles
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu work experience
A career timeline built from the work history available for this profile.
Director Of Financial Planning & Wealth Management
Planning Financial Futures, Inc.
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.
Registered Investment Advisor Representative
Director of personal planning operations. Direct involvement of new client on-boarding, analysis and execution of action steps to achieve planning goals.
Associate Director, Financial Planning
Helping clients reach their financial goals and objectives thru financial planning and investment management.
Jan 2013 - Jan 2014
Agent, Field Trainer & District Manager
Individual and Small Group Investments & Insurance
Jul 1990 - Jul 1995
9 education records
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu education
Chsnc, Chartered Special Needs Consultant, Special Needs Planning
The American College Of Financial Services
Cdfa, Certified Divorce Financial Analyst, Financial Implications Of Divorce: Impact Of Property/Asset Settlements, Support And Maintenance
Institute For Divorce Financial Analysts
Ricp, Retirement Income Certified Professional, Retirement Income Planning
The American College Of Financial Services
Clu, Chartered Life Underwriter
The American College Of Financial Services
Chfc, Chartered Financial Consultant
The American College Of Financial Services
Cfp, Certified Financial Planner Designee, Personal Financial Planning
College For Financial Planning
Rhu, Registered Health Underwriter
Northeastern University
Ba, Economics
Binghamton University
Regents Diploma
Smithtown Hs East
FAQ
Frequently asked questions about Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu
Quick answers generated from the profile data available on this page.
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 Planning Financial Futures, Inc.?
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu is listed as Director of Financial Planning and Wealth Management at Planning Financial Futures, Inc..
What is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's email address?
AeroLeads has found 1 work email signal at @planningfinancialfutures.com for Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu at Planning Financial Futures, Inc..
What is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu's phone number?
AeroLeads has found 9 phone signal(s) with area code 516, 631, 917 for Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu at Planning Financial Futures, Inc..
Where is Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu based?
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu is based in Melville, New York, United States while working with Planning Financial Futures, Inc..
What companies has Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu worked for?
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu has worked for Planning Financial Futures, Inc., North Ridge Wealth Planning Llc, Edelman Financial Engines, and Mutual Of Omaha.
How can I contact Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu?
You can use AeroLeads to view verified contact signals for Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu at Planning Financial Futures, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu attend?
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu holds Chsnc, Chartered Special Needs Consultant, Special Needs Planning from The American College Of Financial Services.
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 is listed with skills including Retirement, Investments, Financial Planning, Insurance, Finance, Retirement Planning, Wealth Management, and Estate Planning.
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