As I reflect back to a 1995 conversation with my late father, Martin Fishman, about my initiative to launch an independent financial planning firm, I never imagined it would evolve into the thriving business we have become.
I’m tremendously proud of our family-based firm with long-standing employees who collectively care for every aspect of our clients’ diverse financial needs. When JSF Financial formally opened in 1996, helping others became the foundation for my career and continues to provide the compass for my life overall. I am proud to share with you what JSF Financial has become over the years, much due to our amazing, dedicated team and valued, long-term client relationships.
To our clients who are already familiar with JSF, thank you for your continued support and confidence in the work that we do and the incredible responsibility that you entrust in our team. For those exploring our firm for the first time, we are honored that you are considering JSF and we hope to become a vital part of your future financial well-being.
I founded JSF with the goal of providing the best customized wealth management strategies to our clients. We partner with clients to help them achieve their varied financial planning goals and realize their diverse investment objectives. We leverage the most sophisticated financial planning and investment management tools available and partner with a myriad of professionals and investment managers to provide consistent, dynamic and comprehensive service to our clientele.
Alongside our clients, we’ve experienced the dot com bubble bursting from 2000 to 2003, the financial crisis of 2007 to 2009 and are now witnessing the global coronavirus pandemic in real time. These periods, while volatile and unprecedented in their own right, often present the most appealing investment opportunities – but only if thoughtful, prudent decisions are made in the midst of the storm. We continuously seek appropriate solutions for you and your family, whether you are saving for the education of your children, planning for retirement or evaluating your estate plan to minimize tax exposure and more – all the while ensuring your accumulated wealth is distributed and protected per your wishes.
Each of our clients is a unique relationship that, once established, our team strives tirelessly to develop and nurture over the years. In many cases, we’ve seen a singular client relationship grow into a decades-long, multi-generational bond that spans across family members.
We take great pride in the fact that we don’t rely on the use of advertising or mass marketing to grow our client family. Rather, future clients are introduced to our firm directly through referrals from existing clients and professionals. This speaks volumes to the high satisfaction level of those we dedicate ourselves to helping on an ongoing basis.
Unbeknownst to me at the time, a simple conversation with my Dad became the precipice of a personal dream that has since grown into a lively, diverse team of more than 25 people. We work together every day with a singular mission: to provide the ongoing assistance and security each and every one of our clients is seeking. Thank you again for your interest in our firm and I hope you will become a member of our extended work family for many years to come.
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)