Broker Check



Jeff Slevin

Jeff Slevin

Financial Advisor

jslevin@cfsllc.com

Mobile: 201.694.3699

Office: 201.843.7700 x 259


   

Jeff began his career at Connecticut General Life Insurance, which later became CIGNA, in 1981. He later joined Guardian in 1989 and in 1993, Jeff was appointed Sales Manager. He served as an Associate General Agent and the Executive Vice President of Training at Certified Financial Services, LLC until 2020.   Jeff has lectured across the country and has appeared at Top of the Table.

In addition to his individual practice, Jeff guides CFS associates towards identifying a clear vision for their career paths. He also coaches and partners with them on introducing business owners to Wealth Steps, a company-sponsored wellness program. Jeff finds that Wealth Steps is an efficient way to bring financial literacy into the lives of many and make the public more aware of various financial planning misconceptions of effectively planning and saving for the future.

Jeff is married to his wife, Debbie and together they have three children and 2 grandchildren. He enjoys golf, tennis, music and traveling.



Education

  • Boston University

Licenses

  • Life & Health
  • Long Term Care
  • Series 6, 63, 65, 66

Jeff’s accomplishments include

  • Guardian Leaders Club
  • Guardian President Council
  • Platinum President’s Citation Award



The Importance of Beneficiary Designations

The Importance of Beneficiary Designations

Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
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5 Key Financial Steps for Women Business Owners of Color

5 Key Financial Steps for Women Business Owners of Color

Women of color have collectively taken an important seat at the table of business ownership. While the number of women-owned businesses in the U.S. grew by 58% from 2007 to 2018, those owned by women of color grew by almost three times that amount (163%) in the same time period.
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Registered Representative & Investment Advisor of Park Avenue Securities, Special Agent of Guardian, CA insurance license #0C34020.