The biggest thing I see with successful advisors is they generally care more about people than they do about money. Gerard Klingman WSJ Live interview
Gerry provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families.
Gerry received a bachelor's degree in economics from Princeton University in 1983. He attained his Certified Financial Planner™ certification from the College of Financial Planning in 1989 and later earned CLU® and ChFC® designations from the American College, as well as a CFS® designation from the Institute of Business & Finance. He is a member of the Financial Planning Association.
With more than 30 years of experience, Gerry is widely recognized as a leader in the field of financial planning and investment management. In 2011, Research magazine named Gerry to its Advisor Hall of Fame*. In 2008, America's premier financial weekly magazine, Barron's, started its annual ranking of America's Top 100 Independent Advisors. Gerry has been named to the list every year and has been a featured speaker at the Top 100 annual conference**. Since its inception in 2013, Gerry has been named to the FT 400, a ranking of America's top investment advisors by the Financial Times***. Gerry also has been featured in many leading industry publications including the Wall Street Journal.
Gerry serves on numerous charitable boards, both locally and nationally. He and his wife, Penney, live in Bedford Corners, New York. Gerry enjoys golf, skiing and spending time with his family.
*Award is based on serving a minimum of 15 years in the industry, acquiring substantial assets under management, demonstrating a high level of client service and earning recognitions from their peers and the broader community.
**Award is based on assets under management, advisor's contribution to firm revenues and profits, and indications of service quality.
***Award is based on a numeric score calculated by FT based on six broad factors.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
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