Stuart Gertman is a Financial Advisor and Co-Founder at One Seven (We Are One Seven, LLC), where they focus on understanding clients' financial objectives to create customized strategies aimed at minimizing risk and maximizing wealth. With over two decades of experience at Merrill Lynch and Morgan Stanley, Stuart has developed expertise in areas such as retirement planning, tax strategies, and portfolio risk management. They hold an MAHL, DHL in Rabbinic Studies from Hebrew Union College and a Bachelor's Degree in Literature from Rutgers University.
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