/Meet Our Team
Meet Our Team2018-08-22T14:02:25+00:00

Meet Our Team

Jeffrey C. Lewis, CDFA®, RICP®, CFP®, CLU®, ChFC®
Founder of Planning Financial Futures

About Jeffrey C. Lewis

You are seeking a competent Long Island certified financial planner that you can trust to help you achieve your most important financial goals. We offer strategies for financial planning for the future, retirement planning, wealth management, life and long term care insurance, estate planning and provide solutions for:

  • Worry-free, financial security
  • College educations for your children
  • A secure, comfortable retirement
  • Financial security late in life

Unfortunately, every advisor in Long Island claims to be a trustworthy financial expert who can help you achieve these goals.

The question you should be asking: “Are the claims true or are they deceptive sales practices?”

We answer this question the only way we can. We fully disclose information that describes our founder’s experience, education, certifications, designations, registrations, and licensing.

  • Founder and President
  • Years of Financial Service Experience: 28 +
  • Education: BA, Economics, Binghamton University
  • Certifications & Designations:
    • CDFA® (Certified Divorce Financial Analyst)
    • RICP® (Retirement Income Certified Professional)
    • CFP® (Certified Financial Planner™)
    • ChFC® (Chartered Financial Consultant)
    • CLU® (Chartered Life Underwriter)
    • LUTCF® (Life Underwriter Training Council Fellow)
    • RHU® (Registered Health Underwriter)
    • Check the Quality of My Credentials
  • Registration & Licensing
    • Investment Advisor {New York}
    • Securities Licenses: Series 6, 7, 63, 66 & 24
  • Associations
    • CFP Board of Standards
  • Personal
    • Married, two children
    • Resident of Long Island since 1967

Why is this important? It takes years of experience and study to become a financial expert.

Have a question?
Email jlewis@northridgesecurities.com or call (631)546-5403.

Linda Katz, CFP®, BFA®, CDFA®

About Linda Katz

Linda’s practice is dedicated to comprehensive Financial Planning Solutions throughout her client’s many life stages. “Over the last twenty years working as a financial practitioner, it is very rewarding to see my clients achieve their financial goals that we have planned, and they have worked hard for.”

As the baby boomers mature, but never get old, Linda now focuses on Medicare Supplemental Insurance solutions and is considered by many to be an expert in the field. The choices one makes regarding health care solutions upon entering the world of Medicare can be confusing. “I try to simplify it for people, so they can make the best decision possible.”

“I work with my clients to implement a holistic financial well-being so that they feel comfortable with their money decisions that they make throughout their lifetime.”

Linda earned her Bachelor of Science degree from Stony Brook University in Economics and Psychology.

Certifications and licenses

CFP®, Certified Financial Planner

BFA®, Behavioral Finance Advisor

CDFA®, Certified Divorce Analyst

Securities Licenses: Series 6, 7, 63, 66

Life and Health Insurance license

Robert W. McLear

About Robert W. McLear

Robert W. McLear Agency Inc.

Education: BBA from St. John University’s School of Risk Management

Licensed: New York State Property & Casualty Independent Broker ( Auto, Boat, Business, Flood, Home, Liability(Umbrella), Motorcycle, Bonds)

Bob is our risk management specialist for nearly 30 years.

Sam Moss, MBA

About Sam Moss 

Sam’s interest in the financial services industry and markets started at the age of 13, when he made his first investment in a little known company (at the time) called Bausch & Lomb.

After spending 20 years working for large Wall Street Investment firms, Sam decided that he could more effectively serve the individual needs of his clients by leaving the large corporate atmosphere and become an independent advisor with a specific focus on addressing the complex challenge of retirement planning.

Sam’s years of experience in the financial services field have taught him that while we all have similarities, we are all individuals with our own individual needs, priorities and aspirations. He prides himself on being accessible and easy to communicate with, understanding even the most well educated people can be intimidated by the complexities of financial planning.

In his free time, Sam enjoys swimming, scuba diving and bowling as fitness and social activities, but also values his quiet time, including watching television and reading

Sam holds an MBA in finance from Hofstra University and brings over 30 years’ experience as a financial advisor in the financial services industry.

John Trent, CPA

About John Trent

  • Education:
  • BBA, Accounting, Adelphi University
  • MBA, Finance, Adelphi University
  • Certifications & Designations:
  • CPA® (Certified Public Accountant)
  • Check the Quality of My Credentials
  • Registration & Licensing
  • Certified Public Accountant {New York}
  • Securities Licenses: Series 6 & 63
  • Associations
  • New York Society of CPAs
  • Experience
  • Internal Revenue Service
  • Big Four Accounting Firm
  • CFO for Public and Private Corporations

Specialized Services:

  • Settlement of IRS Claims
  • Acquisition and Business Development Loans
  • Purchase and Sale of Businesses and Real Estate
  • Audits (IRS and State of New York)

Laura J. Burns, Esq.

Laura J. Burns, Esq., is a partner with The Burns Law Group, P.C. Laura’s areas of practice include Estate Planning, Elder Law, Medicaid and Asset Protection planning, Medicaid Applications for home care and nursing home care, Guardianships, and estate administration.

The Burns Law Group assists their clients in addressing their legal needs to ensure that their families are protected, whether the need be creating or updating an estate plan, planning and navigating long-term care issues, or assisting families with the handling of an estate following the death of a loved one. The Burns Law Group was founded on the basis of forming personalized, long term relationships with their clients while providing exceptional legal services. As an advocate for seniors and their families, Laura regularly practices before the Supreme Courts and Surrogate Courts for the State of New York.

Laura earned her Juris Doctor degree from Hofstra School of Law after attending the law school on scholarship. While at Hofstra, Laura was an Editor with The Journal of International Business and Law, and upon completion of her degree, earned a further Certification of Excellence in the field of Health Law Studies. Prior to attending Hofstra, Laura earned her Bachelor of Arts degree from Binghamton University.

Laura is admitted to practice law before the Courts of the State of New York, as well as the United States District Court for the Southern, Eastern and Northern Districts of New York, and the United States Federal Court of Appeals for the Second Circuit.

Laura is a member of the New York State and Queens County Bar Associations.

Have a question?
Email jlewis@northridgesecurities.com or call (631)546-5403.