Jeff Velastegui Email & Phone Number

Jeff Velastegui Email & Phone Number

Personal Estate and Business Advisor and Managing Director @ Center for Wealth Preservation, LLC

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Jeff Velastegui's Location

Syosset, NY, US

Jeff Velastegui's Work

  • Personal Estate and Business Advisor and Managing Director @ Center for Wealth Preservation, LLC
  • Executive Benefit Consultant @ o.m Financial Group
  • Wealth Planning Advisor @ Financial Solutions Group

Jeff Velastegui's Education

  • City University Of New York - Brooklyn College

    Bachelor of Science (Business, Finance)

    1999 - 2005

Jeff Velastegui's Skills

  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Fixed Annuities
  • Finance
  • Long Term Care
  • Insurance
  • Investment Advisory
  • Disability Insurance
  • Wealth Management

Jeff Velastegui's Summary

Jeff Velastegui, based in Syosset, NY, US, is currently a Personal Estate and Business Advisor and Managing Director at Center for Wealth Preservation, bringing experience from previous roles at o.m Financial Group, Financial Solutions Group and Thrivent Financial. Jeff Velastegui holds a 1999 - 2005 Bachelor of Science in Business, Finance @ City University Of New York - Brooklyn College. With a robust skill set that includes Retirement Planning, Estate Planning, Life Insurance, Fixed Annuities, Finance and more, Jeff Velastegui contributes valuable insights to the industry. Jeff Velastegui has 2 emails on RocketReach.
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