Jeffrey C. Lewis,  CFP®, RICP®, ChFC®, CLU®

Founder of Planning Financial Futures

Founder and President
Years of Financial Service Experience: 30 +
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, two children
Resident of Long Island since 1967