Jonathan Gassman

Jonathan Gassman

Expert as a CPA/PFS and a Certified Financial Planner

Jonathan Gassman, CPA/PFS, CFP®, CAP® is a partner at Gassman Financial Group and a principal of G & G Planning Concepts, INC. Through the years, G & G Planning Concepts has evolved to be one of the leading wealth management firms in New York City. G&G Planning Concepts, Inc. is an outgrowth of the original firm founded in 1926. The third-generation, family-owned firm passed from Grandfather Alexander Gassman to Father Mel Gassman to Grandson Jonathan Gassman in a succession that embodies the way the firm lives up to its reputation as a business that knows how to take care of its clients. 

New York, New York

Phone: 212-221-7067   
Get embed code

Follow Jonathan Gassman

Biography

Jonathan Gassman, CPA/PFS, CFP®, CAP® is a partner at Gassman Financial Group and a principal of G & G Planning Concepts, INC. Through the years, G & G Planning Concepts has evolved to be one of the leading wealth management firms in New York City. G&G Planning Concepts, Inc. is an outgrowth of the original firm founded in 1926. The third-generation, family-owned firm passed from Grandfather Alexander Gassman to Father Mel Gassman to Grandson Jonathan Gassman in a succession that embodies the way the firm lives up to its reputation as a business that knows how to take care of its clients. In the early 1990’s, Jonathan Gassman expanded the firm to encompass financial planning. A professional who acts as a chief financial advisor to many highly respected professionals, Jonathan has taken his knowledge and experience as a certified financial planner and a certified public accountant to consistently provide the highest level of service to his clients. Jonathan’s long-term involvement with charitable planned giving is what led him to pursue the rigorous CAP® credential (Chartered Advisor in Philanthropy®). The CAP® program provides financial professionals with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. Only 350 individuals have been awarded the prestigious CAP® designation since its inception in 2003. The core financial planning services of G & G Planning Concepts Inc., include estate and tax planning, insurance, investment planning, retirement planning, and employee benefit planning. The firm offers many other specialized services that range from estate succession planning for business owners, and stock option planning, the utilization of philanthropic planning to create more wealth and cash flow, and delivering comprehensive investment solutions. Jonathan received his education at the Long Island University/CW Post Center for undergraduate and graduate school, where he earned B.S. and MST degrees. Jonathan has earned his CFP® designation from the Certified Financial Planner Board of Standards, Inc. He earned the (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. He received additional professional training through the Rainmaker Academy, the Strategic Coach Program, the Values Based Planning Academy, and the Renaissance Charitable Giving Foundation. Jonathan is an Accredited Estate Planner (AEP) and certified in Personal Financial Planning (PFP) by the American Institute of Certified Public Accountants (AICPA), of which he is also a member. Other memberships include: The Financial Planning Association, New York State Society of CPA's, National Committee on Planned Giving, Planned Giving Group of Greater New York, the Estate Planning Council of New York City, and the American Association for Long Term Care Insurance of California. He is a frequent participant in both the AICPA and FPA conferences. For more information, please see .

Share This Press Kit

Professional Information

Company Name:
The core financial planning services of G & G Planning Concepts Inc., include estate and tax planning, insurance, investment planning, retirement planning, and employee benefit planning. The firm offers many other specialized services that range from esta
Experience Area:
A professional who acts as a chief financial advisor to many highly respected professionals, Jonathan has taken his knowledge and experience as a certified financial planner and a certified public accountant to consistently provide the highest level of service to his clients. Jonathan’s long-term involvement with charitable planned giving is what led him to pursue the rigorous CAP® credential (Chartered Advisor in Philanthropy®). The CAP® program provides financial professionals with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. Only 350 individuals have been awarded the prestigious CAP® designation since its inception in 2003.
Awards:
Jonathan received his education at the Long Island University/CW Post Center for undergraduate and graduate school, where he earned B.S. and MST degrees. Jonathan has earned his CFP® designation from the Certified Financial Planner Board of Standards, Inc. He earned the (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. He received additional professional training through the Rainmaker Academy, the Strategic Coach Program, the Values Based Planning Academy, and the Renaissance Charitable Giving Foundation. Jonathan is an Accredited Estate Planner (AEP) and certified in Personal Financial Planning (PFP) by the American Institute of Certified Public Accountants (AICPA), of which he is also a member. In 2012, he was awarded the prestigious CPA/PFS designation by the AICPA. Other memberships include: The Financial Planning Association, New York State Society of CPA's, National Committee on Planned Giving, Planned Giving Group of Greater New York, the Estate Planning Council of New York City, and the American Association for Long Term Care Insurance of California. He is a frequent participant in both the AICPA and FPA conferences. For more information, please see http://www.gassmangolodny.com.
Language(s):
English, Hebrew