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Richard Lawrence Jaffe

Richard Lawrence Jaffe, American financial planner. Certified Finance Planner. Member Institute Certified Finance Planners, Metro New York Society of Institute Certified Finance Planners (vice president 1985-1987, president since 1987), International Association Finance Planning, East Side C. of Chamber (board directors 1986-1987).

Background

  • Jaffe, Richard Lawrence was born on July 4, 1930 in New York City. Son of Philip H. and Clara S. (Bassoff) Jaffe.

  • Education

    • Bachelor, New York University, 1951. Master of Business Administration, New York University, 1958.

    Career

    • Sales representative Kraft Corrugated Containers, Bayonne, New Jersey, 1967-1976. Assistant vice president First Investors Corporation, New York City, 1974-1983. President SPI Advisory Corporation, since 1984, Success Planners Incorporated, New York York City, since 1983.

      Owner, principal Richard L. Jaffe Certified Financial Planner, since 1983.

    Major achievements

    • Certified Finance Planner.

    Membership

    Member Institute Certified Finance Planners, Metro New York Society of Institute Certified Finance Planners (vice president 1985-1987, president since 1987), International Association Finance Planning, East Side C. of Chamber (board directors 1986-1987).

    Connections

    • Married Judith Potter, June 9, 1957. 1 child, Randi B.
    • father: Philip H. Jaffe
    • mother: Clara S. (Bassoff) Jaffe
    • spouse: Judith Potter
    • child: Randi B. Jaffe
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    Born July 4, 1930
    Nationality
    • 1951
      New York University
    • 1958
      New York University
    • 1967 - 1976
      Sales representative Kraft Corrugated Containers
      Bayonne, New Jersey, United States
    • 1974 - 1983
      assistant, vice president First Investors Corporation
    • 1983
      president, SPI Advisory Corporation
    • 1983
      owner
    • 1984
      president, SPI Advisory Corporation