Do You Have an Active Life Insurance Loan?

How to Pocket Thousands of Dollars With a Little Known Life Insurance Loan Forgiveness Strategy

Do You Have an Active Life Insurance Loan?

How to Pocket Thousands of Dollars With a Little Known

Life Insurance Loan Forgiveness Strategy

Accumulate Your Wealth

Financial planning for wealth accumulation must take into consideration factors such as risk tolerance, age, goals, etc. We can guide you toward your goals.

Accumulate Your Wealth

Financial planning for wealth accumulation must take into consideration factors such as risk tolerance, age, goals, etc. We can guide you toward your goals.

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.

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.

Michael Gerstman in the News

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.

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.

Michael Gerstman in the News

Michael Gerstman

 in the News

Proudly Featured In

FORBES: HOW SEC'S NEW 'REG BI' RULE IMPACTS YOUR RETIREMENT INVESTMENTS

FOX BUSINESS: 5 THINGS YOU CAN USE STUDENT LOANS FOR (BESIDES TUITION)

FORBES: THIS IS HOW YOUR WORK, SPENDING AND LIFE CHANGES FROM THIS ……..

FORBES: 3 TIMELESS TIPS TO START YOU 2020 OFF RIGHT

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."

GIVE US A CALL TODAY!

GIVE US A CALL TODAY!

(833) 433-2713