Jeff Karitis, CFP®, CEPA®, is a Wealth Managment Advisor based in New York City, were he and his group have been providing wealth management strategies for a select group of business owners, executives and families since 1999. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CEPA (Certified Exit Planning Advisor) designations. Jeff resides in New York's Hudson Valley with his family and retired racing greyhounds. Previously, he served as Co-President of his local JDRF Chapter and on the Executive Board of the Great NYC Chapter. His daughter was diagnosed with T1D in 2014 and their family have been attending Friends for Life Orlando since 2016. Jeff has been volunteering since 2021 as co-lead of the DoFFLs group.