Professional Credentials

 

Certified Financial Planner (CFP)

Certified Insurance Consultant (CIC)

Certified in Long-Term Care Planning (CLTC)

 

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Insurance Licensing

 

Life & Long-Term Care Insurance Licenses

New York, Connecticut, New Jersey, Florida, Massachusetts, Illinois, Missouri

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Professional Experience

 

2016 - present

Founder, President, Risk Management/Insurance Specialist

JR Select, Inc. -- Briarcliff Manor, NY

                    

2000 - 2015

Co-Founder, Partner, Chief Risk Management Strategist             

Relyea/Zuckerberg/Hanson LLC – Stamford, CT.

 

1987 - 2000

Co-Founder, Principal, Wealth Management Advisor

Fleming Relyea & Cox LLC – Stamford, CT.

 

1975 – 1987

Life Insurance Advisor, Client Representative

CIGNA Insurance Co. -- Tarrytown, NY

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Tel: (914) 715-8459   jimr@jrselectinsurance.com

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