About My Practice
Welcome to Klingman & Associates, LLC. a comprehensive, independent financial planning firm. We offer our clients a personalized, insightful approach to wealth management not a generic, one-size-fits-all investment program. Our goal is to build secure, long-term relationships, partnering with our clients to help achieve their financial objectives.
From business executives and entrepreneurs to professional athletes, we serve a wide range of high-achieving individuals who require a sophisticated wealth management strategy. Our breadth of financial knowledge and experience makes us capable of both identifying clients' needs and tailoring individualized solutions to meet them.
Let us help you start shaping your financial future today.
- 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. Gerry holds Series 7, 8 and 63 securities
licenses, as well as life, health and variable annuity licenses. He is a member
of the Financial Planning Association.
- With more than 28 years of experience, Gerry is widely recognized in the
field of investments and financial planning. In 2010, Registered Rep magazine
ranked Gerry #4 in its listing of America's Top 100 Independent Advisors.
(Ranking is based on assets under management). In 2008, America's premier
financial weekly magazine, Barron's, started its annual ranking of the
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. (Award is
based on assets under management, his or her contribution to the firm's revenues
and profits, and indications of service quality). Gerry has also been featured
on CNN, in BusinessWeek, and is currently a member of the Forbes.com
- Gerry serves on numerous charitable boards, both locally and nationally. He
and his wife, Penney, and children, Tom and Jennifer, live in Bedford Corners,
New York. Gerry enjoys golf, skiing and spending time with his family.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY,CT,NJ,MA, Health/disability insurance: NY,CT,NJ,MA, Fixed annuities: NY,CT,NJ,MA, Variable annuities: NY, CT, NJ, MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Certified Funds Specialist, CLU
Raymond James Financial Services, Inc.
Considerations: Asset Based Fee
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.