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Jeffrey T. Velastegui

Jeffrey T. Velastegui

Managing Associate

Jeff T. Velastegui is a producer at the Center for Wealth Preservation (CWP) in Syosset, New York.  Jeff’s diverse skill set allows him to provide a broad range of services to his clients.  His focus is working directly with business owners and individuals on personal trust and estate, business succession, and retirement planning.

Jeff also works as a Specialist in Executive Benefits Planning through his affiliation with O.M. Financial Group which focuses on serving Credit Union Executives and Boards across the United States.

Jeff began his financial services career in 2001 as a Financial Associate at Thrivent Financial in Maspeth, NY. Prior to joining CWP, he was a Wealth Planning Advisor at Sagemark Consulting in Syosset, NY, where he provided fee-based financial planning.

 

As an undergraduate, Jeff studied both International Business and Marketing, and Economics and Finance. He earned his Bachelors of Science from Brooklyn College in 2004. Jeff is active in the Financial Planning Association and the National Association of Insurance and Financial Advisors (NAIFA). In his career Jeff has earned qualifying membership in the Million Dollar Round Table, Massachusetts Mutual Life Insurance Company (MassMutual) Leaders Conference, and Blue Chip Circle. Jeff is committed to continuing professional education and is earning his CLU and ChFC designations.

 

Jeff resides in Centerport with his wife, Pamela, and his two children Nicolas and Isabella. His office is located at 6800 Jericho Turnpike in Syosset, the New York headquarters of CWP. Telephone (516) 682-3383.

E-mail jvelastegui@financialguide.com.

Jeff T. Velastegui is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC  (www.SIPC.org) 6800 Jericho Turnpike Suite 202W Syosset, NY 11791 (516) 364-4203. Center for Wealth Preservation is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

 

Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.

6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203