Mitchell Wm Ostrove, CLU®, ChFC®, AEP®

Mitchell Wm Ostrove, CLU®, ChFC®, AEP®



Mr. Ostrove is a graduate of Cornell University. Following graduation, he continued his education through the American College, obtaining his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. Through the National Association of Estate Planners & Councils received the Accredited Estate Planner (AEP®) designation.

Mitch is a life and qualifying member of the Million Dollar Round Table (52 years), having served on the Board of the Top of The Table, chaired the Estate Planning sessions for its annual meeting, chaired the number one rated Main Platform for the 2001 annual meeting, as well as serving and chairing many other committees. He served as the 2002-2003 President of the Million Dollar Round Table Foundation. He was the Founder and first President of the Westchester County Chapter of CLU & ChFC, past president of many organizations including the Westchester Life Underwriters' Association and the Estate Planning Council of Westchester and past Chairman of the Life Underwriters Political Action Committee for New York State, member of The Forum 400 and the Society of Financial Professionals.

Long active in his community, Mitch has served as Chairman of The Men's Division of Albert Einstein College of Medicine, is a Trustee of Temple Israel of New Rochelle, Commissioner of the New Rochelle Youth Bureau, a director of the New Rochelle Police Foundation, Co-chair of the Westchester Business & Professional Division of UJA/Federation, Board member of Hillel's of Westchester and Board member of The Holocaust and Human Rights Education Center. These involvements have earned him such recognition as: Recipient of The Fred E. Hamilton Award for Community Service, The Albert Einstein College of Medicine Humanitarian Award, The Lester A. Rosen Humanitarian and Achievement Award, The Spencer L. McCarty Award, UJA/Federation Insurance Man of the Year, Temple Israel UJA Honoree, Humanitarian of the Year Forum 400 and the top Quality of Life award by the Million Dollar Round Table Foundation.

Mitch is licensed for insurance sales in CA CT FL GA MD NE NJ NY PA VA, and for securities  and Investment Advisory Services in CA CT GA MD NJ NY and VA as an Investment Advisor Representative of Ameritas Investment Company, LLC. (AIC) member FINRA/SIPC

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California license number 0536074.

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