Tax and Risk Mitigation Expert
At Gurman Wealth Management, Inc. We offer Advanced Strategies to Help Lower Your Taxes and Protect Your Wealth. In doing so, our top focus is on managing risk. Why? Because we see that too many people are taking far too much risk to reach their retirement goals, and sustain their wealth.
Jeff has always been very active in his community and with many local charities. He served on the Board of Directors of Young Professionals Against Cancer (YPAC) for many years and is a lifetime member of Alpha Phi Omega, an International Service Fraternity. One of Jeff’s specialties is working with business owners. He founded and served as the President and Chairman of the Board of the Los Angeles Jewish Chamber of Commerce for ten years.
On a personal note, Jeff loves spending time with his wife Yaira and three sons, Joshua, David and Nathan, especially discovering new locations and cultures around the globe. He also spends time on the golf course, tennis courts, and ski slopes in his spare time, and plans to go to otter space one day.
Originally from College Park, Maryland, Jeff graduated Cum Laude from The University of Maryland. He founded Gurman Wealth Management in 2000 with the express intent of helping his community with important financial, insurance and estate planning issues. He has been providing financial services and advanced solutions to successful businesses and individuals all over the country since 1990.
Learn more about Jeff