Ben Lipschitz, CFP®, ChFC, CLU
Founder, Financial Advisor
Ben got his start in the financial services industry in 1982. He holds the CERTIFIED FINANCIAL PLANNING® (CFP®) designation and has specialized knowledge in the areas of retirement income distribution, social security election decisions, and asset protection.
When he isn’t serving clients with their financial service needs, Ben is passionately involved in his synagogue. He serves as President as well as serves on many committees, assists in organizing the ritual and charitable services, coordinates the daily prayer service, and led a major building renovation. The synagogue is deeply integrated into his life. He is involved in other community work as well.
Ben is a devoted Yankees fan. He and his wife Hedy live in Oceanside, NY and have 4 wonderful children and terrific grandchildren.