
Jeffrey C. Lewis, CFP®, RICP®, ChFC®, CLU®
Founder and President
Founder of Planning Financial Futures
Founder and President
Years of Financial Service Experience: 33 +
Education: BA, Economics, Binghamton University
Certifications & Designations:
- CFP® (Certified Financial Planner™)
- RICP® (Retirement Income Certified Professional)
- ChFC® (Chartered Financial Consultant)
- CLU® (Chartered Life Underwriter)
- RHU® (Registered Health Underwriter)
Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24
Associations
CFP Board of Standards
Personal
Married, four children
A resident of Long Island since 1967