Jeffrey Benowitz CLU, ChFC

Financial Advisor, Insurance Specialist, and Wealth Manager

- ABOUT -

Category(ies): Experts for Doctors | Finance | Money | Investing

Meet Jeffrey Benowitz, CLU®, ChFC®

With over 30 years of experience, Jeffrey Benowitz is a trusted expert in life insurance, disability insurance, wealth protection, and financial planning. His work is guided by one goal: to help clients make confident, informed decisions about their financial future.

Jeffrey specializes in working with the medical community, supporting students, residents, fellows, and private practice owners at every stage of their careers. His deep understanding of the unique financial needs of physicians sets him apart.

Year after year, Jeffrey is recognized by Forbes as one of America’s Top Financial Security Professionals. This reflects his commitment to excellence, integrity, and results.

Known for his strategic insight and clear, personalized guidance, Jeffrey is a go-to resource for clients seeking long-term security and financial confidence and clarity.

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered though PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services, LLC is not an affiliate or subsidiary of PAS or Guardian. This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List 2023 is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. 7779686.1 exp 3/2027

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Financial peace of mind, tailored to physicians.
Jeffrey Benowitz CLU, ChFC
Jeffrey Benowitz CLU, ChFC

Financial peace of mind, tailored to physicians.

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Business inquiries only please: journalists looking for quotes, businesses looking for advisors/consultants, podcasts looking for guests, or events looking for speakers. Be sure to include your best contact details so they may easily get back to you. NO MEDICAL ADVICE OR INQUIRIES please.

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