Jeff Velastegui

 

 

 

 

 

 

 

 

6800 Jericho Turnpike
Suite 202W
Syosset, New York 11791
(516) 682-3383


 

Jeff T. Velastegui is a producing manager 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.  As a producer, he works directly with business owners and individuals on personal trust and estate, business succession, and retirement planning. In addition to serving his clients within his own personal practice, Jeff manages and collaborates with a producer group of 10 advisors.  Jeff also trains and develops new associates on advanced planning cases and techniques. 

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 every year since 2006, 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. Email jvelastegui@financialguide.com.

 

 

Jeff Velastegui is a registered representative of and offers securities investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC 6800 Jericho Turnpike Suite 202W, Syosset, NY (516) 364-9797.          

The Center for Wealth Preservation is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN201805-202250