Klingman & Associates, LLC

Skilled financial professionals committed to your goals


Gerard Klingman
Gerard Klingman
Founder and President

The biggest thing I see with successful advisors is they generally care more about people than they do about money. Gerard Klingman WSJ Live interview

Gerry provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families.

Gerry received a bachelor's degree in economics from Princeton University in 1983. He attained his Certified Financial Planner certification from the College of Financial Planning in 1989 and later earned CLU® and ChFC® designations from the American College, as well as a CFS® designation from the Institute of Business & Finance. He is a member of the Financial Planning Association.

With more than 35 years of experience, Gerry is widely recognized as a leader in the field of financial planning and investment management. In 2008, Barron's started its annual ranking of America's Top 100 Independent Advisors. Gerry has been named to the list every year and has been a featured speaker at the Top 100 annual conference. Gerry has also been included on the Forbes List of America’s Top Wealth Advisors each year since its inception and the FT400 Top Financial Advisors, a ranking of America's top investment advisors by the Financial Times. Further, Gerry has been featured in many leading industry publications including the Wall Street Journal.

Gerry serves on numerous charitable boards, both locally and nationally. He and his wife, Penney, live in Bedford Corners, New York. Gerry enjoys golf, skiing and spending time with his family.

All of the accolades received by Klingman & Associates along with the full disclosure of the criteria used for awarding them can be found here.

Klingman & Associates, LLC is not affiliated with any of the organizations listed above.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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