With work experience over 34 years, this person is nowadays working at Klingman and Associates situated in 4 as a Founder and President. Gerard received his education from 1979 to 1983 at the Princeton University. This expert is a proven professional, that is proven by qualifications : Cfp®, Clu, Chfc, Cfs and Cfp, Clu, Chfc, Cfs. Gerard is located in New York, New York. To contact directly with Gerard, you can search for their phone or email or receive exhaustive information by requesting access to this professional's further details on this webpage.
Name variants:
Gerald Klingman
Last updated May 15, 2024
Contact Information
Workplace
Colleagues
Work History
Founder and President
1133 Avenue Of The Americas SUITE 2725, New York, NY 10018
Klingman & Associates provides comprehensive wealth management services to affluent individuals, corporate executives, professional athletes, and their families. Our services are focused on ...
from Jan 1991
Education
1979 — 1983
Occupations
Executive
Founder
Chairperson
Accountant
Finance and Accounting Specialist
Founding Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Planning
Personal Financial Planning
Asset Management
Estate Planning
Tax Planning
Retirement Planning
College Education Planning
Alternative Investments
Insurance
Investments
Investment Advisory
FAQs about Gerard Klingman
What's the main profession of Gerard Klingman?
Gerard Klingman is a Founder and President.
What jobs is Gerard proficient at at?
Gerard is proficient at Executive and Founder jobs.
Where does Gerard Klingman currently live?
Gerard currently lives in New York, New York.
How many companies did Gerard Klingman work at?
Gerard Klingman worked at one jobs.
Where has Gerard Klingman studied?
Gerard studied at the Princeton University from 1979 to 1983.
What are the certifications of Gerard Klingman?
The professional received the following certifications: Cfp®, Clu, Chfc, Cfs and Cfp, Clu, Chfc, Cfs.
What is professional industry that Gerard Klingman worked in?
Gerard Klingman works in Financial Services industry.
What are the skills of Gerard Klingman?
This person has such skills as Financial Planning, Personal Financial Planning, Asset Management, Estate Planning, Tax Planning, Retirement Planning, and College Education Planning.