See More: Industry Partners

Certified Financial Planner Board of Standards, Inc.

Two tax partners at Gelman, Rosenberg & Freedman hold the Certified Financial Planner (CFP) designation, the recognized standard of excellence for competent and ethical personal financial planning, awarded by the Certified Financial Planner Board of Standards. This listing ensures that clients who come to our firm for financial planning services will work with accounting experts who have been acknowledged by the industry for their expertise in the field.

Jerry’s team, Michael Shaffer and Jackie Cardello, are confident and know what we are trying to accomplish … Jerry is a wealth of knowledge. He asks the right questions and makes us think outside the box to find the best solution.

Barbara Vinesette |  Chief Financial Officer
Integrated Laboratory Systems