Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
Create a Jewish Legacy- Certified Legacy Advisors Accountant ...
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<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.