Jan Pevzner (CFP®, EA)

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

  • Alternative or Private Investments
  • Corporate Executives
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Novice Investors
  • Tax Planning

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 a double-major BS in Mathematics and Computer Science from University at Buffalo, an MS in Scientific Computing 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.

NAPFA Start Date

February 28, 2019

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This Office

99 Wall St Ste 439 New York, NY 10005-4301 Phone: (212) 729-8001