Chad Lewis

    Focus: Insurance Strategies

    Languages: English

    Chad Lewis’ mission is to aid hardworking people in planning for their future. He knows there is no single solution that can aid every client. With this, it is his primary focus to build strong relationships with each and every one of his clients. In understanding his clients better, he is able to lay the groundwork early on and develop potential routes to reach their plans for the future.

    Chads’ ultimate goal is to create an environment where his clients feel comfortable and know he is truly pursuing their best interests. He is not one to shy away from a challenge and will not stop until all potential options for a client are carefully considered. 

    A graduate of Indiana University’s Kelley School of Business, Chad Lewis understands the hard-pressed financial situations recent graduates are in today. It is his firm belief that with the proper guidance, student debt does not have to be a deciding factor in someone's financial success.

    Chad currently resides in Long Island. He enjoys golf and spending time with his friends and family, when he’s not cheering on his New York Mets. 

    I am licensed to sell Insurance Products in the following jurisdictions:

    New York

    See Chad’s Licenses and Disclosures

    Contact Chad

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    Center for Wealth Preservation, LLC

    Main Office

    6800 Jericho Turnpike Suite 202W
    Syosset, NY 11791

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