Special Care Planner
Mitch Weisbrot, CLU, ChSNC, joined CWP in May 2011 after a sixteen-year career as a financial representative with Northwestern Mutual. He achieved Top 10 status at his former agency from 2002 through 2010 and assisted in the development of that corporation’s Special Steps program. Mitch is now a Special Care Planner at The Center for Wealth Preservation and currently one of only 228 Chartered Special Needs Consultants in the country.
During a pre-game ceremony on May 8, 2013, at Citi Field, he was presented with the “NY Mets Spirit Award” in recognition of his efforts to enrich the lives of individuals with disabilities. He is a member of Sid Jacobson Jewish Community Center’s Special Needs Advisory Committee, the Vincent Smith School Business Advisory Board, the Autism Society of America – Nassau Suffolk Chapter of New York State, and the Long Island Family Support Consumer Council.
Parents of children with disabilities face extraordinary challenges and have significant concerns about their children’s futures. As both a financial representative and the father of three boys with autism, Mitch Weisbrot has the requisite professional and personal experience to help families with special needs navigate this complicated estate planning process. Mitch conducts workshops for parents at organizations such as ACLD, AHRC, DDI, Down Syndrome Connection of Long Island, MDA, Nassau BOCES, QSAC, the Town of Hempstead ANCHOR program and various JCCs, as well as for SEPTA groups, private schools, and public school districts. He understands that parents of children with disabilities require unique financial guidance to ensure that their children will be properly taken care of long into the future, and he educates families about making the necessary arrangements for the lifetime of each child.
Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you.
6800 Jericho Turnpike
Suite 202W Syosset, NY 11791
Phone: (516) 364-4203