Jeff Gabriels Esq, CLU®, ChFC®, RICP® has been a member of Sequoia Financial Group since 2011. Jeff obtained the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and Retirement Income Certified Planner (RICP®) professional designations. Jeff graduated from Albany Law School and earned his Juris Doctor Degree in 1992. He is licensed to practice law in New York and Massachusetts.
As a Retirement Planning Specialist, Jeff’s business focus is on estate planning strategies, Trusts, advanced life insurance planning Elder Law and long term care health needs. Jeff lives in East Greenbush, New York with his wife, Jo Anne. They have four grown children they are enormously proud of: a teacher, a regional sales representative, a judge and an operating room nurse.
Equitable Advisors and its financial professionals do not provide tax or legal advice. Clients are reminded to seek counsel from their personal advisors regarding their specific circumstances.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]