Jan Pevzner
CFP®, EA
Gotham Block, LLC
Principal
Jan Pevzner
CFP®, EA
Gotham Block, LLC
Principal
Dealing with finances doesn’t have to be another part of your job. - Jan Pevzner, CFP®, EA
Fee-Only financial planner located in New York, NY, serving clients locally and across the country
Jan Pevzner is a New York, NY fee-only financial planner. Gotham Block, LLC provides comprehensive and objective financial planning, tax planning and investment advice to help busy professionals, entrepreneurs, corporate executives and novice investors organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jan Pevzner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jan Pevzner is a fee only financial advisor and Principal at Gotham Block, LLC located in New York, NY.
My career began in 1995 on Salomon Brothers’ trading floor. While at Salomon, and later Citi, I worked as an equity derivatives trader and a quant witnessing the global structured products market’s early years.
After seven fascinating years at Salomon and a quick stint at a prop-trading firm launched by colleagues, I joined Deutsche Bank. At Deutsche, I headed an equity derivatives desk overseeing options market-making on the International Stock Exchange, now Nasdaq ISE, and participated in expanding the US electronic options markets.
Around 2006, Deutsche withdrew from the ISE, and I decided to focus on systematic trading and founded Greenbox Capital. My work at Greenbox led to a greater understanding of quantitative approaches to investment management and behavioral finance.
Today, I’m fortunate to work with experts in many fields – finance, law, taxation, psychology, and technology. My mission at Gotham Block is to help our clients manage financial uncertainty and to deliver customized investment strategies to individual and institutional investors.
I hold a double-major BS in Mathematics and Computer Science from University at Buffalo, an MS in Scientific Computing from UB, and a certificate in Financial Planning from NYU. I am a CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent admitted to represent clients before the IRS.
Jan Pevzner 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.
Welcome, we are Gotham Block. We work with busy professionals looking for help with equity compensation, concentrated stock positions, tax planning, and investment management. We strive to understand your current situation, priorities, and values. We then help you envision your future, set goals, and take steps towards them.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Equity Compensation Planning
- Stock Options, RSUs, Restricted Stock
- Tax Planning
- Investment Management
- Concentrated Positions
Ideal Clients
- Busy Professionals
- Startup Employees and Founders
- Business Executives
- Investors with Bespoke Portfolios
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jan Pevzner is a NAPFA-Registered Financial AdvisorThe 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.
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Jan Pevzner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jan Pevzner is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Jan Pevzner is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jan Pevzner is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Jan Pevzner
Office Locations:
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99 Wall St
Suite 439
New York, NY 10005
