Jonathan L. Gassman,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan L. Gassman, CFP®

Director of Planning

Gassman Financial Group

5154 Lake Catalina Drive, 5154 Lake Catalina Dr
Boca Raton, FL 33496-2445
(212) 221-7067


Jonathan Gassman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gassman Financial Group in Boca Raton, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: NY
  • Health/disability insurance: NY

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources