Mordechai Fishman is the head of JSF’s Financial Planning Group and an Investment Adviser Representative, in addition to serving as one of the firm’s Managing Directors. His financial planning knowledge is as deep and diverse as his whisky collection, and his natural outgoing nature and relentless curiosity are his keys tools in addressing the goals and priorities of his clients.

Mordechai’s ability to find commonality with people from all walks of life helps make him a trusted and formidable adviser and advocate in all situations. Beneath Mordechai’s sometimes-unconventional personal manner lies an iron grip on the cold calculus of personal finance and profound understanding of human nature, and he fuses these qualities together to help his clients make smart choices that align their financial priorities with their own nuanced personalities.

Mordechai holds a Bachelor’s Degree from Yeshiva University in New York City.  He received his certificate in Personal Financial Planning from UCLA.  Mordechai began his career in the financial industry at Salomon Smith Barney before joining JSF in 2004.

He is the blessed (and sometimes exhausted) father of four kids, active in the community, and participates as a board member, volunteer and supporter of social causes in the LA area.

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Olivier is a Financial Planner and Investment Advisor Representative at JSF Financial, as well as a Managing Director of our firm. He takes a comprehensive, global view of financial planning and maintains a keen awareness of the way in which current events shape markets and potentially impact client objectives.

Olivier holds a bachelor’s degree in Economics from UCLA. In addition to being an Investment Advisor Representative, he is a CPWA® (Certified Private Wealth Advisor) and holds multiple securities licenses. Prior to joining the team in 2010, Olivier held senior positions at Roxbury Capital Management, Northern Trust, and Kayne Anderson Rudnick.

Originally from Le Luc in Southern France, Olivier has called Los Angeles home for more than three decades. He is married with three children. As an active family, they enjoy traveling, swimming, running, golf, and tennis.

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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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