Type Of Business:
Financial advisory practice
Expertise:
Problem-solving; Annuities; Insurance
Major Product/SVS:
Wealth management; Estate planning; Tax management; Retirement programs; Insurance; Annuities
Hobbies/Sports:
Photography; Walking; Going to the beach; Relaxing; Reading
Education Degrees:
Bachelor's Degree in Middle Eastern Sciences and Economics, The Hebrew University of Jerusalem
Affiliations Awards:
IARFC; IMCA
Industry:
Financial Advisory Services
Date of Distinction:
8/16/2011
What do you feel separates you from the rest of the professionals in your industry?:
He has always believed there is nothing he can't do if he put his mind to it.
What has been the most outstanding thing you have done thus far in your career?:
Being able to help many people over the years.
How would you like to be remembered by your peers?:
As someone who was honest, loyal, ethical, and a good friend.
Charity:
Jewish Federation of Greater New Haven; Jewish Foundation of Greater New Haven
Number Of Years In Profession:
40
Number Of Years In Current Position:
10
What Does He/She Attribute Success To:
He attributes his success to believing that nothing is impossible.
Why did you become involved in your profession or industry?:
He became involved in his profession after serving in a strategic intelligence role in the military.
Extended Bio Profile:
Mr. Gershoni is known as a visionary; he sees solutions no one else sees. His career extends more than 40 years with a number of dominant characteristics. He served in the military for approximately 15 years, specializing in both tactical and strategic intelligence. Gersoni and Associates is a financial advisory practice of Ameriprise Financial Services, Inc.
Position Responsibilities and Duties:
Running a boutique service for clients, tailored to family; Focusing on wealth preservation and tax management; Developing methods of reducing tax exposure; Handling charitable trusts; Working with experienced accounting firms and state tax attorneys
Education Certifications:
Licensed in Series 7, 65; Health Insurance License; Life Insurance License; Designated Israel Real Estate Consultant
Awards/Honors:
Millon Dollar Round Table (2005-Present); Elite Member, Circle of Success; Honored for Donations to Battered Women's Program, Bethel Recovery Center
Where Will You Be In 5 Years:
In five years, Mr. Gershoni plans to create a financial planning firm to handle multigenerational problems. He also intends to develop a streamlining method for financial advisers to enhance total business operations. Mr. Gershoni plans to write a book or series of lectures to share with the finance industry as well.