Jeffrey A. Czerwinski,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey A. Czerwinski, CFP®

Principal

Axiom Financial & Insurance Solutions

43920 Margarita Rd., Suite G
Temecula, CA 92592
FINANCIAL ADVISOR'S WEBSITE
(800) 458-7460
(951) 304-3624

General

Jeffrey Czerwinski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Axiom Financial & Insurance Solutions in Temecula, CA and the surrounding communities.

Financial Advisor Experience

Started in the financial services industry in 1990

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - LUTCF

Insurance Licenses

  • Life insurance: CA, WA, AZ, MO, MA, TX
  • Fixed annuities: CA, WA, AZ, MO, MA, TX
  • Variable annuities: CA, WA, AZ, MA, TX

Broker-Dealer Affiliation

NYLife Securities, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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