Jonathan L. Gassman,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan L. Gassman, CFP®

5154 Lake Catalina Drive, Apt C
Boca Raton, FL 33496-2445
(212) 221-7067

General

Jonathan Gassman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Boca Raton, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources