Suggestions
Bennett Lebowitz
Financial Planner at Continuum Planning Partners
Bennett Lebowitz is a seasoned professional specializing in assisting high growth companies in optimizing their day-to-day operations to achieve their financial objectives.
With expertise in business continuation, exit strategies, employee benefits, retention services, and estate planning, Bennett focuses on creating efficiencies and measurable success metrics for his clients.
As a licensed insurance agent in multiple states and securities registered in Tennessee, Bennett operates under strict jurisdiction guidelines to offer comprehensive financial services through MML Investors Services, LLC.
Bennett currently serves as a Financial Planner at Continuum Planning Partners, leveraging his wealth of experience gained from prior roles at Northwestern Mutual and his own consultancy, Lebowitz Consulting.
