Jan Pevzner, CFP<sup>&reg;</sup> - Financial Advisor

Jan Pevzner, CFP®

Principal

Gotham Block, LLC

99 Wall St Ste 439
New York, NY 10005
FINANCIAL ADVISOR'S WEBSITE
(212) 729-8001 CONNECT WITH Jan
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General

Jan Pevzner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gotham Block, LLC in New York, NY and the surrounding communities.

Financial Advisor Overview

I am a fee-only advisor specializing in equity compensation and tax planning (Stock Options, ISOs, NSOs, RSUs, concentrated positions, etc.). My goal is to understand where you are in the process of planning your financial future, understand your values and priorities, formulate the objectives, and help you take the next step.

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Financial Advisor Experience

My career began in 1995 on Salomon Brothers’ trading floor. Since then, I have worked in the financial industry in various roles as an options trader, quant, and quantitative consultant to fin-tech startups. In 2019, my firm, Gotham Block, began offering investment management and financial planning services. I hold a Master of Science (MS) degree in Scientific Computing from Universit at Buffalo, a BS in Mathematics from UB, a BS in Computer Science from UB, and a certificate in Financial Planning from New York University. I am a CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent admitted to represent clients before the IRS.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Job Loss, Stocks & Bonds, Startup, Sudden Wealth, Personal Taxes

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