Jonathan L. Gassman

CPA, CFP®, CAP

Principal Emeritus
New York - New York

212.643.0099 / Ext. 10541Contact

Practice Areas

Service Specialties

  • Tax Planning
  • Estate Planning
  • Family Wealth Management
  • Insurance and Investments
  • Personal Financial Planning
  • Charitable Planning Solutions

Industry Expertise

  • High-Net-Worth
  • Professional Services
  • Tax Planning
  • Estate Planning
  • Family Wealth Management
  • Insurance and Investments
  • Personal Financial Planning
  • Charitable Planning Solutions

Professional Experience

Jonathan L. Gassman is a Principal Emeritus at Prager Metis, a member of Prager Metis International Group. He has more than 30 years of experience in the accounting industry. He is a Certified Public Accountant, Certified Financial Planner, and a Chartered Advisor in Philanthropy.

Jonathan is a distinguished advisor to families seeking a steady hand in managing their wealth and shaping their financial legacies. With a profound commitment to excellence and a diverse skill set, he brings a unique blend of financial- tax expertise and personal warmth to every client relationship.

His qualifications reflect a dedication to providing tailored financial solutions that go beyond numbers, aligning seamlessly with the values and aspirations of the families he serves. Jonathan’s ability to collaborate with top-tier business leaders has honed his skills in navigating complex financial landscapes, enabling him to bring a unique perspective to the table.

Jonathan is not only a tax and financial advisor but also a strategic thinker who formulates bespoke financial strategies that cater to your family’s unique needs and goals.

In his role, Jonathan oversees the intricacies of wealth management and tax planning on behalf of his clients. He adeptly coordinates with a network of outside advisors, assembling a dedicated team to ensure your financial interests are optimized. This collaborative approach sets him apart as a holistic wealth manager.

Beyond his professional persona, he is a multifaceted individual with a zest for life. He relishes the joys of pickleball and softball, finding both competition and camaraderie on the court. The soothing waves of the beach provide him with solace and inspiration, while his culinary adventures reveal him to be an enthusiastic foodie.

A voracious reader, Jonathan remains on the cutting edge of industry trends and financial developments. This dedication to continuous learning enhances his advisory services, enabling him to provide clients with the most informed guidance.

Families who work with Jonathan Gassman entrust him not only with their financial matters but also with their life decisions. His genuine care and personal touch make him an invaluable asset in navigating the complexities of wealth management, ensuring that your financial journey is marked by wisdom, trust, and success.

Education

  • Masters in Tax, Long Island University, New York
  • Graduate of The Rainmaker Academy
  • Strategic Coach Alumni
  • Certified Financial Planner
  • Chartered Advisor in Philanthropy
2024-02-05T09:46:32-05:00