• May Market Update: Earnings Boost Stocks

    Nearly 80% of earnings results so far have beat expectations, with over half of S&P 500 companies reporting. Some of the biggest U.S. corporations helped push the S&P 500 higher by 1.5% in April, as the index notched its second consecutive month of gains.

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  • Tailored advice for life's unique challenges

    We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership.

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  • A Letter from Our Founder: Q1 Takeaways + Opportunities

    As we turn our calendars to the second quarter, it’s a great time to take a step back and reflect on the expected and unexpected events of Q1 2023. Alongside unprecedented rain and snowfall throughout Los Angeles and southern California, the markets also faced continued volatility as the quarter marked increased pressure from the Federal Reserve (Fed) and ongoing collapse throughout the banking sector.

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  • ABOUT JSF

    JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future. While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged.

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  • April Market Update: Markets Stay Upbeat Despite Banking Turmoil

    Markets weathered banking uncertainty in March remarkably well – bonds and stocks both rose, gold soared on rate-cut bets, and credit traders showed confidence in company balance sheets. (2)

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Financial Planning

A vision for your financial future

There is nothing more personal than a financial plan. Together, we’ll develop a vision of your financial future and help you build a comprehensive plan that aligns with your values, concerns and goals.

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Investment Management

Tailored portfolio management

Your portfolio is carefully tailored to align with your current financial position, personal needs and risk tolerance. We strive to preserve, protect and grow your assets while maintaining a steady hand through any market environment.

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Private Wealth Management

Comprehensive wealth strategies

Blending planning and investment management, our private wealth services offer sophisticated advice for complex financial needs and priorities. Primarily for ultra-high net worth and institutional clients.

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Sophisticated planning for personal outcomes.
Contact us and meet your advisor today.

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