James Garfinkel provides customized tax-efficient wealth, insurance, and estate planning strategies for affluent individuals and their families. James is a trusted advisor with four decades of experience designing solutions to preserve, grow, and transfer wealth, with specialization in the following:
- Retirement and Estate Planning
- Life Insurance
- Wealth Transfer Funding Options
- Long Term Care Insurance
- Charitable Gift and Annuity Solutions
- College Financing Alternatives
- Disability Insurance
- Business Planning and Succession
James earned a bachelor’s degree in Economics from Hamilton College, then began his career at PaineWebber followed by several years at Merrill Lynch. James was the co-founder, officer, and director of MonsterDaata which he successfully brought public in 1999. With this experience, James has unique insight into the specialized needs and tax and estate planning issues that affect the business owner and entrepreneur.
James is a Registered Investment Advisor with his Financial Industry Regulatory Authority Series 6, 7, 63, 65 and 66 licenses held through LPL Financial, and is licensed to sell insurance in a number of states. James lives in the Riverdale neighborhood of New York City with his family and serves on the Board of Directors of several organizations.
With a managed approach to risk and forty years of professional experience navigating difficult economic cycles, James can skillfully guide clients through the many legal, tax, and intergenerational issues that impact the preservation, growth, and transfer of wealth.