In 1995, I had a conversation with my late father, Martin Fishman, to share a dream I had been cultivating of creating an independent financial planning firm.
My father, an insurance broker, passed along an ethos of service to others and philanthropy, which he inherited from his parents. He reinforced the importance of financial independence and encouraged me to take business classes. In college, I majored in economics and in law school I specialized in taxes and estate planning.
I didn’t find satisfaction in practicing law, which can be so adversarial. I was drawn towards making a difference in people’s lives on the financial side. This became the foundation of my career and continues to provide the compass for my life and our firm. I love helping others achieve their goals and better control their destinies.
JSF started as a dream and I am so grateful that it has evolved into a thriving business. I have been joined by a lively, diverse, growing team of dedicated professionals. This amazing team is also energized by helping others. We work every day to provide ongoing assistance and security that our clients need to navigate their personal and financial lives.
We collectively provide care and devote personal attention to every aspect of our clients’ diverse needs. JSF adds value to our clients’ lives by providing in-depth, customized wealth management strategies. We partner with them to help them achieve their financial planning goals and realize their investment objectives. We leverage the most sophisticated financial planning and investment management tools available
We continuously seek appropriate solutions for clients and their families, when they are saving, planning for retirement, evaluating estate plans, and minimizing tax exposure, while ensuring that accumulated wealth is distributed and protected according to their wishes. Our goal is to provide consistent, dynamic, and comprehensive service.
Our team strives to develop and nurture personal, connected relationships with each client over the years. In many cases, we’ve seen a singular client relationship grow into decades-long bonds that span across family members and generations.
Our new clients are often introduced to our firm directly by existing clients and professionals in our ecosystem of close relationships with professionals and investment managers. We are therefore driven to attain high satisfaction levels with every client.
To our current JSF Financial clients – thank you for your continued support, your confidence in our work, and for the incredible responsibility that you entrust in us.
For those exploring JSF Financial for the first time, we are grateful that you are considering us. We hope to become a vital part of your future financial well-being.
Sincerely,
Dodgers Opening Day 2012 (L to R: his dad, Martin, his son, Jonathan, and his brother, Mordechai)
The Fishman Family, 2016 (L to R: Jonathan, Shari, Jeff, Olivia and Alexa)
