Jonathan Gassman, CPA/PFS, CFP®, CAP®, is the CEO and founder of The Gassman Financial Group, a New York City-based public accounting firm, and is co-founder of G&G Planning Concepts Inc., a financial planning firm, which, through the years, has evolved to be one of the leading wealth management firms in New York City. G&G Planning Concepts, Inc. is an outgrowth of the original firm founded in 1926. The third-generation, family-owned firm passed from Grandfather, Alexander Gassman to Father, Mel Gassman to Grandson, Jonathan Gassman in a succession that embodies the way the firm lives up to its reputation as a business that knows how to take care of its clients. In the early 1990s, Jonathan Gassman expanded the firm to encompass financial planning. Jonathan is also the co-founder and CEO of The Business Owners Resource Group, a team of highly skilled financial planners, attorneys, accountants, and bankers.
Current role