Under 1% of all professionals in insurance,

investments and banking have the Chartered Financial Consultant and Chartered Life Underwriter credentials.

Michael Gerstman, ChFC, CLU

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Under 1% of all professionals in

insurance, investments and banking have the

Chartered Financial Consultant and

Chartered Life Underwriter credentials.

Michael Gerstman, ChFC, CLU

“The 5 P’s of life are: Proper Planning Prevents Poor Performance.”

- Seymour Gerstman

Who is Michael Gerstman?

Michael Gerstman is the founder and a Financial Advisor at Gerstman Financial Group, LLC. Michael grew up in Bellmore, New York and received his Bachelor’s Degree from Albany University. He went on to further his vast knowledge of the financial industry by acquiring the ChFC, otherwise known as the Advanced Financial Planning designation through the American College of Financial Services. He was also awarded the CLU designation, earned by those who wish to specialize in life insurance and estate planning.

Now, Michael lives in Dallas, Texas and has been in the financial services business for over 30 years. He services clients across the country. His specialties include asset and income protection, wealth accumulation, and tax minimization strategies. Michael works closely with business owners, professionals, pre-retirees, and retirees. His success is determined by the delight of his clients, and his genuine care for them, along with his professional expertise which sets him apart.

Outside of his career, Michael is married with three kids. His favorite travel destination is Hawaii and he is a former college basketball player. Most would be surprised to know that Michael reads a novel a week. His greatest passion lies with his family and all of his past clients who have become personal friends.

Who is Michael Gerstman?

Michael Gerstman is a Financial Advisor at Gerstman Financial Group, LLC. Michael grew up in Bellmore, New York and received his Bachelor’s Degree from Albany University. He went on to further his vast knowledge of the financial industry by acquiring the ChFC, otherwise known as the Advanced Financial Planning designation through the American College of Financial Services. He was also awarded the CLU designation, earned by those who wish to specialize in life insurance and estate planning.

Now, Michael lives in both Dallas, Texas and Ft. Lauderdale, Florida and has been in the financial services business for over 25 years. He services clients across the country. His specialties include asset and income protection, wealth accumulation, and tax minimization strategies. Michael works closely with business owners, professionals, pre-retirees, and retirees. His success is determined by the delight of his clients, and his genuine care for them, along with his professional expertise which sets him apart.

“Successful people are those who are willing to do the things that unsuccessful people are unwilling to do” - Seymour Gerstman

Testimonials

Dr. Hal Abrahams, New Rochelle, NY

10/08/2020

“I have been working with my financial advisor, Michael Gerstman for over 20 years. Michael employed a technique that put tens of thousands of dollars in my pocket. Both my CPA and I were hugely impressed by Michael’s expertise. I’m lucky to have him on my team and you really need to have him on yours!”

Jason Haber,

Partner Law Firm of Haber-Blank

14/08/2020

"I give Michael Gerstman and his team my highest recommendation. Michael has assisted my family for about a decade. He has always stayed on top of changes that might affect our goals and gives sound advice to keep us on track. When it comes to financial matters, there isn't a shadow of a doubt that Michael is my first call."

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