Business Details
30 Years
experience
Your Trusted Financial Advisory Partner
JSF Financial was founded in 1996 with a mission to empower clients through personalized financial guidance. Our team prioritizes integrity, care, and impactful service, delivering tailored strategies for financial planning, investment management, and private wealth solutions. With decades of combined experience, we specialize in addressing complex financial scenarios for individuals, families, and institutions. Our approach emphasizes transparency, client education, and long-term partnership, ensuring clients understand their investments and financial decisions. We focus on minimizing tax liabilities, preserving capital, and aligning strategies with clients' values and life goals.Our expertise spans retirement planning, estate preservation, risk management, and intergenerational wealth transfer. As an SEC-registered investment adviser, we uphold rigorous professional standards while maintaining a client-first philosophy. Our collaborative team includes certified financial planners, portfolio managers, and client service specialists dedicated to delivering seamless support. We serve clients nationwide, offering concierge-level service and data-driven insights to navigate evolving financial landscapes. Our commitment to excellence is reflected in our track record of fostering trust and helping clients achieve financial confidence.
Services
Financial Planning
Investment Management
Private Wealth Management
Estate Planning
Tax Minimization
Risk Management
Retirement Planning
Portfolio Analysis
Charitable Strategies
Pension Analysis
Details
- Year established: 1996
Highlights and features
- We offer 28+ years of experience in personalized financial advisory services.
- Our team includes CFPs and CFA charterholders with specialized expertise.
- We provide holistic strategies integrating tax, estate, and investment planning.
- Our client-first approach emphasizes transparent communication and education.
- We maintain rigorous compliance standards as an SEC-registered investment adviser.
Associations and certifications
- SEC
- FINRA
- SIPC
Services
Financial Planning
Our financial planning service creates customized roadmaps for clients' financial futures. We analyze assets, liabilities, and goals to develop prudent strategies for retirement, education funding, and tax optimization. Our CFP professionals coordinate with legal and tax advisors to ensure comprehensive solutions. With a focus on cash flow management and risk mitigation, we help clients build sustainable financial security aligned with their values.
Investment Management
We design and execute personalized investment strategies tailored to clients' risk tolerance and objectives. Our CFA charterholders conduct market analysis and construct diversified portfolios across asset classes. The service includes ongoing monitoring, tax-efficient rebalancing, and performance reporting. We prioritize long-term growth while maintaining alignment with clients' financial plans and estate considerations.
Private Wealth Management
This service addresses complex needs of high-net-worth clients through integrated wealth strategies. We coordinate estate planning, intergenerational transfers, and charitable giving with institutional trustee services. Our team manages liquidity events, capital preservation, and tax-arbitrage opportunities. The concierge approach ensures seamless execution of multi-faceted wealth plans for families and foundations.
Estate Planning
Our estate planning specialists develop strategies to preserve wealth across generations. Services include trust structuring, probate avoidance, and tax-efficient transfer mechanisms. We collaborate with legal advisors to implement wills, powers of attorney, and advanced directives. The focus remains on protecting assets while aligning with clients' philanthropic and family objectives.
Tax Minimization
We identify opportunities to reduce tax liabilities through strategic planning. Our approach includes tax-loss harvesting, retirement account optimization, and entity structuring. We analyze clients' income sources and investment portfolios to implement tax-arbitrage strategies. The service integrates with overall financial and estate plans to maximize after-tax returns.
People
Jeff Fishman
Founder
Jeff Fishman established JSF Financial in 1996 with a vision for client-centered wealth management. He oversees strategic direction while maintaining hands-on client relationships. His expertise spans investment strategy and financial planning.
Mordechai Fishman
Managing Director/Financial Planner
Mordechai Fishman specializes in crafting comprehensive financial plans for high-net-worth families. With 15+ years at JSF, he focuses on tax optimization and retirement income strategies. He holds FINRA Series 65 certification.
Boris Gertsen
Director of Portfolio Management
CFA charterholder Boris Gertsen leads investment strategy development at JSF Financial. He manages portfolio construction and market analysis, leveraging 20+ years of institutional investment experience to guide client asset allocation.
Samuel Sekine
Chief Operating Officer
Samuel Sekine, a CFA charterholder, oversees JSF's operational strategy and compliance framework. He ensures efficient service delivery across financial planning, investment management, and client operations teams while maintaining regulatory standards.
Shari Fishman
Chief Compliance Officer
Shari Fishman directs JSF Financial's compliance programs, ensuring adherence to SEC regulations and industry best practices. With 25+ years in financial services, she maintains the firm's commitment to ethical advisory practices.
Questions
What services does JSF Financial offer?
We provide financial planning, investment management, and private wealth solutions tailored to individual needs. This includes estate planning, tax optimization, retirement strategies, and intergenerational wealth transfer.
How does JSF Financial personalize financial plans?
We conduct comprehensive reviews of clients' financial situations, goals, and risk tolerance. Our team creates customized strategies integrating tax, estate, and investment considerations aligned with personal values.
Are JSF Financial advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and FINRA-licensed professionals with extensive industry experience and credentials.
How does JSF Financial handle investment management?
We develop diversified portfolios based on client objectives, using a consultative approach that includes risk assessment, asset allocation, and ongoing performance monitoring with tax-efficient strategies.
What compliance standards does JSF Financial follow?
As an SEC-registered investment adviser, we adhere to strict regulatory requirements. Our compliance team ensures all services meet FINRA/SIPC standards and industry best practices.
Reviews (1)
Scarlet M.
Aug 21, 2019
Report
JSF Financial is such a great company. They truly care for all of their clients and business partners. JSF goes above and beyond for them. I would highly recommend working with them.
