Advisor Information
Jeffrey Lewis
CFP, ChFC, CLU, CRPC, RICP, LUTCF
Director, Financial Planning & Wealth Management
Firm
Planning Financial Futures, Inc.
Based In:
New York
Serving Clients in these States
Founder of Planning Financial FuturesFounder and PresidentYears of Financial Service Experience: 30 +Education: BA, Economics, Binghamton UniversityCertifications & Designations:CFP® (Certified Financial Planner™)RICP® (Retirement Income Certified Professional)ChFC® (Chartered Financial Consultant)CLU® (Chartered Life Underwriter)RHU® (Registered Health Underwriter)Registration & LicensingInvestment Advisor (SEC)Securities Registrations: Series 6, 7, 63, 66 & 24AssociationsCFP Board of StandardsPersonalMarried, two childrenA resident of Long Island since 1967