Jeffrey A. Kerman JD, CWS®
Jeff Kerman is a J.D., Certified Wealth Strategist® professional and independent Financial Advisor who enjoys working with his clients and listening to their unique stories. Using his law background, he specializes in combining the estate planning, financial, investments, insurance, tax and business planning processes for people who want more confidence and satisfaction in their financial matters. Working in partnership, they create, implement and monitor a financial life plan that strives to produce the clients’ desired outcome so that they can have the best life their money can buy them.
Jeff proudly offers ethical financial services in the areas of retirement and income planning for successful people and their families. As an independent financial advisor, he is process-driven, research based, and product agnostic. Jeff works with his clients to develop relevant strategies for the accumulation, preservation and ultimate distribution of their wealth while helping them plan for the minimization of estate tax exposure and other liabilities. He often works in partnership with his clients’ other trusted advisors to implement beneficial strategies.
Prior to financial and legal services, Jeff had substantial experiences as a business executive with Fortune 500 Companies. He practiced as a Tax, Trusts and Estates and Elder Law Attorney with special emphasis in protecting clients’ assets for future generations. These experiences enhance his perspective and understanding of his clients’ needs and objectives.
Jeff is a motivating speaker and published author with several articles including A Tax Protected Roth Conversion Strategy – How to Convert to a Roth IRA Without Digging Into Your Pockets published in the October, 2013 edition of Tax Notes, a 5-part article series on Business Exit Planning, published in the Westchester County Bar Association Newsletter (October 2010 – June 2011), and Funding Options for Long Term Care Expenses, published in the Westchester County Bar Association September 2011 edition. Jeff also is the co-author of “To Roth or Not to Roth, That is the Question” (May 2010 Issue of the Westchester County Bar Association Newsletter). He has spoken on various Financial, Investment and Retirement topics for the New York State Bar Association, and on Preserving Family Assets: Avoiding Estate Taxes & Nursing Home Costs for numerous Continuing Education programs.
Jeff is married with an amazing daughter, and resides in Westchester County, New York. He is a Krav Maga (Israeli Martial Arts) Instructor and practitioner. Jeff is also a former competitive racquetball player, and is an American Professional Racquetball Organization (AMPRO) Professional Level Certified Racquetball Instructor.
Education and Professional Designations/Licenses:
- CWS® - Certified Wealth Strategist® Professional, Cannon Financial Institute
- Juris Doctor (J.D.), professional doctorate and graduate degree in law - Pace University School of Law
- Series 7 – General Securities License
- Series 66 – Investment Advisor Representative
- Licensed for Life & Health Insurance in New York and various other states
- Bachelor of Science in Business Management, Binghamton University
- Environmental Law Certificate Program Graduate, Pace University School of Law
- Bar Admissions: New York and Connecticut
- CITRMS® - Certified Identity Theft Risk Management Specialist, Institute of Consumer Financial Education
CA Insurance Lic. # 0G98232.
