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Richard Lawrence Jaffe Edit Profile

financial planner

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.

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