George Orefici

  • CFP®
  • CLTC®
  • CEPA

Focus: Insurance Strategies, Investment Strategies

Languages: English

George has been providing his clients with quality service since 1989. He lives in Huntington N.Y. with his wife Diana and his three children Nicholas, Gabrielle, and Daniel.  George has written or contributed articles for: The Wall Street Journal, Newsday, NY Daily News, NY Post, and Long Island Business News. He has also taught or lectured for: United States Department of Homeland Security, Deutsche Bank, Underwriter's Laboratory, Hachette Book Group, MetLife, Suffolk County Bar Association, among others.



-Obtained CERTIFIED FINANCIAL PLANNER ™ certification in 2000 (CFP ®)

-Certified Long Term Care Specialist (CLTC®) designation 2001 from the Corporation for Long Term Care

Special Care Planner



He offers total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Affiliations & Memberships

National Association of Insurance and Financial Advisors
Million Dollar Round Table
Financial Planning Association
Estate Planning Council
Exit Planning Institute

Community Involvement

American Cancer Society Road to Recovery Program

See George’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact George

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Center for Wealth Preservation - Suffolk

Satellite Office

2929 Expressway Drive North Suite 200
Hauppauge, NY 11749