At Gerstman Financial Group, our primary goal is helping you achieve financial freedom. By understanding what financial freedom means to you, is the first step for creating the right financial plan for you! Our goal is to help you enjoy a comfortable lifestyle today, while looking forward to a financially secure retirement in your future. We specialize in retirement planning, asset protection and tax minimization strategies. We are a national firm with offices in Dallas, Texas and Fort Lauderdale, Florida. No matter what financial state you are in, we will take the time to understand your specific financial goals and craft a plan to secure your retirement. Our experienced team takes a personal approach, educating clients so they can make informed decisions and really understand their finances. Let us focus on your finances so you can focus on your future.
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.
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.