George M. Orefici, CFP ®, CLTC ®, CEPA®

George M. Orefici, CFP ®, CLTC ®, CEPA®

Financial Advisor

Domicile State: NY

George has been providing his clients with quality service since 1989. He lives in Huntington N.Y. with his wife Diana and his three children Nicholas, Gabrielle and Daniel.  George has written or contributed articles for: The Wall Street Journal, Newsday, NY Daily News, NY Post and Long Island Business News. He has also taught or lectured for: United States Department of Homeland Security, Deutsche Bank, Underwriter's Laboratory, Hachette Book Group, MetLife, Suffolk County Bar Association, among others.

Qualifications:

-Obtained CERTIFIED FINANCIAL PLANNER ™ certification in 2000 (CFP ®)

-Certified Long Term Care Specialist (CLTC®) designation 2001 from the Corporation for Long Term Care

Special Care Planner:

Life, Health, Series 7, Series 63, NY, NJ, CT, FL, VT, NC

-Certified Exit Planning Advisor  (CEPA®) Certification from the Exit Planning Institute 

Affiliations:

-National Association of Insurance and Financial Advisors

-Million Dollar Round Table

-Financial Planning Association

-Estate Planning  Council

-Exit Planning Institute

Volunteer Activity:

- American Cancer Society Road to Recovery Program 

http://www.cancer.org

https://www.linkedin.com/in/gorefici

 

Phone (631) 851-5893
Fax (631) 851-5903