Jonathan Gassman is a partner at Gassman & Golodny LLP, a New York City-based public accounting firm, and is co-founder of G&G Planning Concepts, Inc. 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.

Phone: (212) 221-7067 x11
Email: jgassman@gassmangolodny.com

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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. Throughout his years of practice, Jonathan Gassman has established a reputation as an exceptional financial strategist and has been widely quoted and featured extensively as an expert in the media: Bloomberg TV, Wall Street Journal, Physicians Money Digest, Entrepreneur Magazine, Barons, Market Watch, Brooklyn News, Financial Advisor Magazine, CCH, US News & World Report, USA Today, and Registered Rep Magazine.

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.