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

Founder & President, Planning Financial Futures, Inc.

With over 35 years of experience in the financial services industry, Jeffrey Lewis is the Founder and President of Planning Financial Futures, Inc. Throughout his accomplished career, Jeffrey has been committed to helping individuals and families build and preserve long-term financial security through personalized, strategic planning.

Education

•    B.A. in 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

Registrations & Licensing

•    Investment Advisor, SEC Registered
•    Securities Registrations: Series 6, 7, 63, 66, and 24

Professional Associations

•    Member, CFP Board of Standards

Personal Background

A proud Long Island resident since 1967, Jeffrey is deeply rooted in his community. He is married and the father of four children. His strong family values and local ties are reflected in his client-centered approach, offering financial guidance that is both thoughtful and comprehensive.