The realm of financial planning and wealth management requires expertise and a deep understanding of individuals’ unique circumstances and aspirations. Jeffrey Charles Lewis, the Founder of Planning Financial Futures, Inc., embodies these qualities in his remarkable career of over 33 years of service excellence. As the Director of Financial Planning & Wealth Management, Lewis has dedicated his life to helping individuals navigate the complexities of their financial journeys, employing a systematic and personalized approach. His impact goes beyond numbers; it touches the lives of those seeking guidance in areas like Sudden Wealth, Divorce Planning, Risk Assessment & Mitigation, Portfolio Assessment, Design and Management, and Retirement and Estate Conservation Planning.
A Journey Forged by Character and Resilience
Jeffrey C. Lewis’ path to becoming a stalwart figure in the financial services industry was shaped by his early experiences and personal character. Growing up in a middle-class environment, he faced an unexpected and life-altering challenge when diagnosed with a deadly form of childhood leukemia. This pivotal moment tested his resilience and kindled a sense of empathy and determination to help others facing their own adversities.
Initially considering a career in medicine due to his time spent in hospitals and with doctors, Lewis embarked on a different trajectory as a pre-med student in college. An elective course in economics and finance redirected his path, setting the stage for his illustrious career in the financial services industry. This serendipitous encounter with the world of finance paved the way for Lewis to seamlessly integrate his compassionate nature with his knack for strategic planning.
Holistic Approach to Wealth Management
Beyond his professional achievements, Jeffrey C. Lewis’ commitment to a holistic approach to life is evident in his multifaceted interests and pursuits. When he’s not immersed in financial strategies, Lewis finds solace and fulfillment in his passions for tennis and fitness. As a Certified Fitness Trainer and nutrition enthusiast, he extends his values of discipline, commitment, and resilience from the financial arena to physical well-being.
This holistic perspective translates into his financial services practice, where Lewis believes understanding an individual’s overall well-being is paramount to crafting effective financial strategies. His clients benefit from this comprehensive outlook as he leverages his diverse interests to offer advice that considers financial goals, personal aspirations, and challenges.
Expertise Backed by Qualifications
Jeffrey C. Lewis’ expertise is underpinned by an impressive array of qualifications and credentials that showcase his dedication to continuous learning and professional growth. Armed with a BA in Economics from Binghamton University, he holds several securities licenses, including Series 6, 7, 24, 63, and 66. These licenses provide him with the necessary regulatory knowledge and skills to navigate the intricacies of the financial markets on behalf of his clients.
However, Lewis’ commitment to excellence continues beyond there. He is a Certified Financial Planner (CFP), which is a testament to his proficiency in crafting comprehensive financial plans that align with his clients’ goals. Moreover, his designation as a Certified Divorce Financial Analyst (CDFA) reflects his expertise in a sensitive and complex area of financial planning.
Lewis’ qualifications extend to being a Chartered Financial Consultant (ChFC), a Retirement Income Certified Professional (RICP), a Chartered Life Underwriter (CLU), a Life Underwriter Training Council Fellow (LUTCF), and a Registered Health Underwriter (RHU). These designations underline his mastery of various domains within the financial landscape, demonstrating his unwavering commitment to offering well-rounded and tailored advice to his clients.
A Listener, Advisor, and Strategist
What sets Jeffrey C. Lewis apart in the financial services industry is his impressive qualifications and innate qualities as a listener, advisor, and strategist. His clients laud his ability to listen attentively to their unique circumstances and aspirations, creating an environment of trust and collaboration.
Lewis’s advice is known for its clarity and accessibility. He steers away from jargon and complex terms, ensuring his clients fully understand his recommended strategies. This plain-spoken approach simplifies financial concepts and empowers clients to actively participate in shaping their financial futures.
Time-honored strategies form the cornerstone of Lewis’ practice. His experience and insights allow him to guide his clients with tried-and-true methods while incorporating innovative approaches where necessary. This balanced approach, grounded in tradition and modernity, is a hallmark of his advisory style.
Jeffrey C. Lewis’ journey from a challenging childhood to becoming a luminary in the financial services industry is a testament to his character, resilience, and unyielding commitment to helping others. As the Founder of Planning Financial Futures, Inc., and the Director of Financial Planning & Wealth Management, Lewis dispenses financial wisdom and provides a guiding light for those seeking to achieve their aspirations.
His holistic approach, fortified by his passions for fitness and well-being, adds a unique dimension to his services, reminding clients that true wealth encompasses more than just financial figures. With a portfolio of qualifications that showcase his expertise across diverse financial domains, Lewis is a beacon of trust, expertise, and compassion in an ever-evolving economic landscape.
In a world where financial decisions carry profound implications, having a seasoned professional like Jeffrey Lewis by your side can make all the difference. As he continues to forge ahead in his mission to empower individuals in their financial journeys, one thing remains certain: the legacy of Jeffrey C. Lewis is etched not only in numbers but also in the lives he touches.
