Fil Gershon

Certified Wealth Strategist  and Financial Advisor and Owner

Fil Gershon is a eficient expert, working in Safe Harbor Financial as a Owner since 2006. This expert gained professional experience in more than two positions at different companies. Fil Gershon went to the Northwood University and got education there from 1993 to 1996. New York, New York is the area, where this professional was known to settle. This person's phone and email are easily accessed through Connexy by request.
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Fil Gershon

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Contact Information

Last Update
Jul 9, 2022
Email
fi**@multifin.com
Location
New York, NY
Company
Safe Harbor Financial

Workplace

Work History

Owner

Advise clients on all aspects of their financial lives IRA Rollovers, Trusts, Estate Planning, Investment Selection, Insurance and Annuities Detailed Financial Planning and Cash Flow ...
from May 2006

Financial Advisor

Aug 1996 — May 2006

Education

1993 — 1996

Occupations

Financial Broker
Financial Consultant
Executive
Owner
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Certified Wealth Strategist
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