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

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

Founder and President

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™)
  • CDFA® (Certified Divorce Financial Analyst)
  • RICP® (Retirement Income Certified Professional)
  • ChFC® (Chartered Financial Consultant)
  • CLU® (Chartered Life Underwriter)
  • LUTCF® (Life Underwriter Training Council Fellow)
  • 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