Jack Kirshenbaum

Starlight Wealth Management

Founder

Jack Kirshenbaum

Starlight Wealth Management

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jack Kirshenbaum

845-535-1411

Fee-Only financial planner located in Monsey, NY, serving clients locally and across the country

Jack Kirshenbaum is a Monsey, NY fee-only financial planner. Starlight Wealth Management provides comprehensive financial planning and investment management for young families that want to organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jack Kirshenbaum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Founded by Jack Kirshenbaum, Starlight Wealth Management offers comprehensive financial services for young families. Jack, who has a young family of his own, combines his financial expertise and deep understanding of goal-setting to help clients make their dreams a reality.

Ultimately, Jack’s goal is to bring clarity to the financial realm—to educate clients so they can make informed decisions and live a high quality of life.

This is where the founder’s experience comes in. Jack previously worked at Portfolio Strategies, where he focused solely on investment management. Here at Starlight, he integrates this knowledge with financial planning to benefit clients in the most comprehensive manner. Jack who is committed to providing sound financial advice is currently a CFP® candidate. After completing the Financial Education Program at the College for Financial Planning, he successfully passed the CFP® exam.  

While he finds his work fulfilling, Jack also believes in living the highest quality of life outside the office. He does not own a smartphone, and he spends the bulk of his free time in the outdoors and with his family.

Jack Kirshenbaum is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Comprehensive wealth management for goal-oriented families that want strategies on how to reach there goals and there life’s dreams.

FEE-ONLY

Rest assured we do not accept commissions for any product we recommend.

SIMPLICITY​

Enjoy clean and simple financial planning—complete with the latest tech.

CLARITY

Determine where you stand today and where you are heading financially.​

UNDERSTANDING

Learn everything there is to know about your custom investment strategy.

CONNECTION​

Our foundation is to establish client relationships on a professional and an emotional level.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jack Kirshenbaum is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jack Kirshenbaum

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Office Locations:

  • 42 Parker Blvd
    Monsey, NY 10952

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