About
A Princeton, New Jersey-based financial advisor experienced in creating wealth management strategies for individuals, family office, institutions, trust, and individualized investment planning, Justin Gelbman serves as managing director of investments at the Princeton Sharpe Group of Oppenheimer & Co. Inc. He was a founding partner of the group in 2006 and primarily works with affluent individuals and families, in addition to corporate executives. In addition to tailoring investment strategies to each client's goals, Justin Gelbman works with the vast resources of the firm for performance reporting and ongoing due diligence to recommend necessary adjustments. Justin is a CERTIFIED FINANCIAL PLANNER™ he holds the CPA® designation and FINRA registrations series 7, 63, and 65 licenses. He is also a licensed life, accidents, health, and sickness insurance agent in 13 states, including California and New York. He has earned professional distinction from Forbes, OnWallStreet, and Top 500 Ne
Investment Focus
- Location
- Princeton, US
Contact Information
Find more investors like Gelbman
Search Investors