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). He has earned qualifying membership in the Million Dollar Round Table for the past decade, 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.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies