Jeff Gurman

Jeff Gurman is the CEO of Gurman Wealth Management, Inc. Insurance Strategies, a company he founded in 2000.1 With over three decades of experience in the financial services industry, Gurman has been providing financial services and advanced insurance planning to successful businesses and individuals in Los Angeles and surrounding areas since 1990.1

Professional Background

Gurman's expertise spans several areas, including:

• Business Consulting
• Wealth Management
• Retirement Planning
• Financial Planning
• Insurance
• Personal Tax Planning2

He is known for developing and implementing advanced strategies to help clients lower their taxes and protect their wealth.24

Education and Career

Jeff Gurman graduated Cum Laude from the University of Maryland, where he studied from 1986 to 1989.2 He began his career in the financial services industry in January 1991, when he assumed the role of CEO at Gurman Wealth Management, Inc. Insurance Strategies.2

Community Involvement

Gurman is actively involved in his community and various charitable organizations:

• He served on the Board of Directors of Young Professionals Against Cancer (YPAC) for many years.1
• He founded and served as the President and Chairman of the Board of the Los Angeles Jewish Chamber of Commerce for ten years, from October 2007 to March 2017.12

One of Gurman's specialties is working with charitable organizations and assisting philanthropic individuals in transitioning from "Success to Significance".1

Personal Life

On a personal note, Jeff Gurman enjoys spending time with his wife Yaira and their three sons: Joshua, David, and Nathan. He has a passion for traveling and discovering new locations and cultures around the globe. In his spare time, Gurman can be found on the golf course, tennis courts, or ski slopes.1

Currently based in Boca Raton, Florida, Jeff Gurman continues to lead Gurman Wealth Management, offering strategic, comprehensive, and tactical financial services to his clients.23