Jan Pevzner (CFP®, EA)

Jan Pevzner focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Corporate Executives

Entrepreneurs

Generation X

Investment Advice with Ongoing Management

Millennials

Planning Specialties

I am a fee-only advisor specializing in equity compensation and tax planning (Stock Options, ISOs, NSOs, RSUs, concentrated positions, etc.). My goal is to understand where you are in the process of planning your financial future, understand your values and priorities, formulate the objectives, and help you take the next step.

Additional Information

My career began in 1995 on Salomon Brothers’ trading floor. Since then, I have worked in the financial industry in various roles as an options trader, quant, and quantitative consultant to fin-tech startups. In 2019, my firm, Gotham Block, began offering financial planning and investment management services to clients. I hold an MS in Scientific Computing from University at Buffalo, a double-major BS in Mathematics and Computer Science from UB, and a certificate in Financial Planning from NYU. I am a CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent admitted to represent clients before the IRS.