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26 October

Jeff Fishman

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Jeff Fishman is the founder of JSF Financial, LLC, a concierge wealth management practice catering to the diverse needs of a discerning clientele. Founded in 1996, JSF Financial is rooted in Jeff’s passion for serving the human element in finance and providing compassionate, innovative, and tailored advice.

Jeff has lectured widely on personal financial planning, estate conservation, and tax-managed investing. He is often featured or quoted in publications such as Barron’s, The Wall Street Journal, Financial Planning Magazine, and Investment News.

Jeff has a Bachelor’s Degree in Economics and Communications from Yeshiva University, and a JD from the Benjamin Cardozo School of Law. He holds a Personal Financial Planning designation from UCLA and is an Investment Advisor Representative. Jeff, his wife Shari, and their three children live in Los Angeles, where he is an avid fan of his hometown Dodgers, Rams and Kings.

Check the background of our investment professionals on FINRA’s BrokerCheck https://brokercheck.finra.org.

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