Jonathan Gassman

Jonathan Gassman, CAP®, CFP®, CPA, is the CEO and founder of The Gassman Financial Group, a New York City-based public accounting firm, and is co-founder of G&G Planning Concepts Inc., a financial planning firm, which, through the years, has evolved to be one of the leading wealth management firms in New York City. G&G Planning Concepts, Inc. is an outgrowth of the original firm founded in 1926. The third-generation, family-owned firm passed from Grandfather Alexander Gassman to Father Mel Gassman to Grandson Jonathan Gassman in a succession that embodies the way the firm lives up to its reputation as a business that knows how to take care of its clients. In the early 1990’s, Jonathan Gassman expanded the firm to encompass financial planning. Jonathan is also the co-founder and CEO of The Business Owners Resource Group, a team of highly skilled financial planners, attorneys, accountants, and bankers.

A professional who acts as a chief financial advisor to many highly respected professionals, Jonathan has taken his knowledge and experience as a certified financial planner and a certified public accountant to consistently provide the highest level of service to his clients. Jonathan’s long-term involvement with charitable planned giving is what led him to pursue the rigorous CAP® credential (Chartered Advisor in Philanthropy®). The CAP® program provides financial professionals with the knowledge and tools needed to help clients reach their charitable giving objectives, while also helping them meet their estate planning and wealth management goals. Only 350 individuals have been awarded the prestigious CAP® designation since its inception in 2003.

The core financial planning services of G&G Planning Concepts Inc. include estate and tax planning, insurance, investment planning, retirement planning, and employee benefit planning. The firm offers many other specialized services that range from estate succession planning for business owners, and stock option planning, the utilization of philanthropic planning to create more wealth and cash flow, and delivering comprehensive investment solutions.

Jonathan received his education at the Long Island University/CW Post Center for undergraduate and graduate school, where he earned B.S. and MST degrees. Jonathan has earned his CFP® designation from the Certified Financial Planner Board of Standards, Inc. He earned the (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania. He received additional professional training through the Rainmaker Academy, the Strategic Coach Program, the Values Based Planning Academy, and the Renaissance Charitable Giving Foundation. Jonathan has been a member of The American Institute of CPA's, The Financial Planning Association, New York State Society of CPA's, National Committee on Planned Giving, Planned Giving Group of Greater New York, and the Estate Planning Council of NY. He is a frequent participant in both the AICPA and FPA conferences. For more information, please see www.gassmanfg.com.