Jeffrey Kerman Email & Phone Number
Sr. Managing Director, J.D., Certified Wealth Strategist® (CWS®), Investment Advisor Representative @ Wealth Partners Advisors LLC
Jeffrey Kerman's Location
Goldens Bridge, NY, US
Jeffrey Kerman's Work
- Sr. Managing Director, J.D., Certified Wealth Strategist® (CWS®), Investment Advisor Representative @ Wealth Partners Advisors LLC
- J.D., CWS®, Independent Advisor Representative @ Kerman Financial Services
- Tax, Trusts and Estates, and Elder Law Attorney @ Neil Lubarsky, Esq. & Associates
Jeffrey Kerman's Education
- Elisabeth Haub School of Law at Pace University
J.D. (Tax, Wills, Trusts, Estates, Elder Law, Asset Protection, Environmental Law)
2002 - 2005 - Binghamton University
B.S. (Business Management - Marketing & Finance)
1986 - 1990
Jeffrey Kerman's Skills
- Estate Planning
- Strategic Financial Planning
- Trusts
- Investments
- Wealth
- Financial Advisory
- Insurance
- Wealth Management
- Financial Services
- Wills
Jeffrey Kerman's Summary
Jeffrey Kerman, based in Goldens Bridge, NY, US, is currently a Sr. Managing Director, J.D., Certified Wealth Strategist® (CWS®), Investment Advisor Representative at Wealth Partners Advisors LLC, bringing experience from previous roles at Kerman Financial Services and Neil Lubarsky, Esq. & Associates. Jeffrey Kerman holds a 2002 - 2005 J.D. in Tax, Wills, Trusts, Estates, Elder Law, Asset Protection, Environmental Law @ Elisabeth Haub School of Law at Pace University. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Trusts, Investments, Wealth and more, Jeffrey Kerman contributes valuable insights to the industry. Jeffrey Kerman has 2 emails on RocketReach.
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