Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>Create</strong> a <strong>Jewish</strong> <strong>Legacy</strong>- <strong>Certified</strong> <strong>Legacy</strong> <strong>Advisors</strong><br />
These professionals have attended training programs and are committed to helping clients meet their philanthropic<br />
goals and ensure the future of the <strong>Jewish</strong> community through responsible and informed planned giving.<br />
<strong>Accountant</strong><br />
Jacquelyn Ginzburg Farzad, CPA Advaion jackie.ginzburg@gmail.com 305-934-5838<br />
Gary R. Gerson, CPA, MBA Gerson, Preston, Robinson & Co. grg@gprco-cpa.com 305-868-3600<br />
Barry T. Gurland, CPA, PFS Madison Family Offices Services LLC bgurland@madisonfos.com 305-731-2454<br />
Howard B. Lucas, CPA, ABV Goldstein Schechter Koch, P.A. howard.lucas@gskcpas.com 305-442-2200<br />
Attorney<br />
David Berman Berman & Berman, P.A. david@bermanandbermanlaw.com 305-274-0829<br />
Joshua N. Goldglantz Berger Singerman, LLP jgoldglantz@bergersingerman.com 954-712-5185<br />
Emily Patricia Graham* The Law Offices of Emily Patricia Graham egraham505@aol.com 561-789-2220<br />
Eric S. Kane, ESQ, JD, LLM Eric S. Kane, PL eric@kanelawpl.com 305-937-7280<br />
Jeremy Leathe Dunwody White & Landon, P.A. jleathe@dwl-law.com 305-310-7778<br />
Jason A. Lederman, JD Greenberg Traurig ledermanj@gtlaw.com 305-579-0873<br />
Norman H. Lipoff Greenberg Traurig lipoffn@gtlaw.com 305-579-0503<br />
Joseph Barry Schimmel Cohen, Chase, Hoffman & Schimmel, P.A. jschimmel@miamitaxlaw.com 305-670-0201<br />
Robert J. Singer, JD iFinancial Partners rsinger@ifinancialpartners.com 768-923-2603<br />
Joy B. Spill, JD Simon & Simon P.A. spill675@bellsouth.net 305-670-6750<br />
Financial Advisor<br />
Louis Berlin, MBA Berlin Consulting Group louis@berlinconsultinggroup.com 305-778-7971<br />
Keith Ginsburg, CFP Raymond James & Associates keith.ginsburg@raymondjames.com 305-461-6610<br />
Rina Grossman-Kerbel Sabadell United Bank rina.grossman-kerbel@sabadellunited.com 305-807-9927<br />
David F. Kamons CFA Wells Fargo- Private Bank david.f.kamons@wellsfargo.com 305-789-4720<br />
Jeffrey E. Newman, CLU, ChFC National Planning Corporation jeffrey_newman@npcfinancial.com 305-398-8301<br />
Robert Newman, MBA National Planning Corporation robert_newman@npcfinancial.com 305-398-8314<br />
Darin K. Schatzman, CPA, PRP, AIF Gallagher Benefit Services darin_schatzman@ajg.com 305-639-3159<br />
*Licensed in FL, LA and CA<br />
Designation as a <strong>Certified</strong> <strong>Legacy</strong> Advisor does not imply endorsement by the Greater Miami <strong>Jewish</strong> Federation. For advisors, <strong>Create</strong> a <strong>Jewish</strong> <strong>Legacy</strong> is an opportunity to help their clients reach their philanthropic goals in<br />
the Miami <strong>Jewish</strong> community. If you’re interested in helping to steward a gift or be listed as an advisor, please contact Ilana Saposnik at isaposnik@gmjf.org or 786-866-8435.
<strong>Create</strong> a <strong>Jewish</strong> <strong>Legacy</strong>- <strong>Certified</strong> <strong>Legacy</strong> <strong>Advisors</strong><br />
These professionals have attended training programs and are committed to helping clients meet their philanthropic<br />
goals and ensure the future of the <strong>Jewish</strong> community through responsible and informed planned giving.<br />
Foundation Professionals<br />
James Cohen Greater Miami <strong>Jewish</strong> Federation jcohen@gmjf.org 786-866-8426<br />
Jill Hagler Greater Miami <strong>Jewish</strong> Federation jhagler@gmjf.org 786-866-8627<br />
Steve Lande, JD Greater Miami <strong>Jewish</strong> Federation slande@gmjf.org 786-866-8623<br />
Daniel Staffenberg Greater Miami <strong>Jewish</strong> Federation dstaffenberg@gmjf.org 786-866-8431<br />
Investment Manager<br />
David F. Kamons CFA Wells Fargo- Private Bank david.f.kamons@wellsfargo.com 305-789-4720<br />
Life Insurance<br />
Louis Berlin, MBA Berlin Consulting Group louis@berlinconsultinggroup.com 305-778-7971<br />
Jeffrey E. Newman, CLU, ChFC National Planning Corporation jeffrey_newman@npcfinancial.com 305-398-8301<br />
Robert Newman, MBA National Planning Corporation robert_newman@npcfinancial.com 305-398-8314<br />
Darin K. Schatzman, CPA, PRP, AIF Gallagher Benefit Services darin_schatzman@ajg.com 305-639-3159<br />
Robert J. Singer, JD iFinancial Partners rsinger@ifinancialpartners.com 768-923-2603<br />
Andrew H. Wolf Andrew H. Wolf Insurance andrew@awolffinancial.com 305-595-5599<br />
& Wealth Transfer Strategies<br />
Professional Advisor<br />
Barry T. Gurland, CPA, PFS Madison Family Offices Services LLC bgurland@madisonfos.com 305-731-2454<br />
Rina Grossman-Kerbel Sabadell United Bank rina.grossman-kerbel@sabadellunited.com 305-807-9927<br />
Iris J. Roth, CFP, CLU, ChFC, AEP, RFG Gold Coast Benefits Group, Inc. iroth@gcbg.com 305-539-0452 x205<br />
Tax and Estate Planning<br />
Joshua N. Goldglantz Berger Singerman, LLP jgoldglantz@bergersingerman.com 954-712-5185<br />
Wealth Management<br />
Ilana Z. Yuz Brodsky Coconut Grove Bank iyuz@coconutgrovebank.com 305-934-2758<br />
Michael Yavner, CTFA Safra National Bank of New York michael.yavner@safra.com 786-777-6020<br />
Designation as a <strong>Certified</strong> <strong>Legacy</strong> Advisor does not imply endorsement by the Greater Miami <strong>Jewish</strong> Federation. For advisors, <strong>Create</strong> a <strong>Jewish</strong> <strong>Legacy</strong> is an opportunity to help their clients reach their philanthropic goals in the Miami <strong>Jewish</strong> community. If<br />
you’re interested in helping to steward a gift or be listed as an advisor, please contact Ilana Saposnik at isaposnik@gmjf.org or 786-866-8435.
Change language