Managing Director / Investment Advisor Representative
As a Senior Financial Planner and Investment Advisor Representative at JSF Financial, Zev works with a broad group of families and individuals. His focus is on helping each client craft a tailored financial plan towards their specific financial goals. Zev also serves as our real estate expert in the office, having built a career in real estate finance before pivoting to personal financial planning. Zev joined JSF in 2008.
A New York native, Zev attended Bernard Baruch College in New York City; he completed New York Real Estate Licensing coursework at New York University Real Estate School as well as graduate work at California Graduate Institute in Westwood, California. He holds several securities licenses, received his certificate in Personal Financial Planning from UCLA, and holds a CRPC® (Chartered Retirement Planning Counselor) from The College for Financial Planning.
When he isn’t at the office, Zev can be found spending quality time with his family or volunteering his time to his children’s school. He also enjoys an active lifestyle that includes running, hiking, and boot camp.
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