Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®
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Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® Email & Phone Number

Founder and President at Klingman & Associates, LLC at Klingman and Associates, LLC
Location: New York, United States 1 work role 1 school
1 work email found @klingmanria.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email g****@klingmanria.com
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Current company
Klingman and Associates, LLC
Role
Founder and President at Klingman & Associates, LLC
Location
New York, United States
Company size
16 employees

Who is Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®? Overview

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Quick answer

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® is listed as Founder and President at Klingman & Associates, LLC at Klingman and Associates, LLC, a with 16 employees, based in New York, United States. AeroLeads shows a work email signal at klingmanria.com and a matched LinkedIn profile for Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®.

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® previously worked as Founder and President at Klingman And Associates, Llc. Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® holds A. B., Economics from Princeton University.

Company email context

Email format at Klingman and Associates, LLC

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*@klingmanria.com
68% confidence

AeroLeads found 1 current-domain work email signal for Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®. Compare company email patterns before reaching out.

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Profile bio

About Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®

As the Founder and President of Klingman & Associates, I have dedicated my professional life to helping our clients and their families achieve their financial and personal goals in life. I am fortunate to have been able to build and enjoy enduring and rewarding long term relationships with our friends and clients.Over the past 25+ years, Klingman & Associates has provided affluent individuals, corporate executives, professional athletes, and their families with comprehensive financial planning and investment management services. I, together with my team, oversee the financial affairs of our clients so they can spend their time and energy with the people, and doing the things, that they care about most.When not in the office or working with clients, you can find me with my family (my wife, Penney, and 2 grown children) and friends, eating at my favorite restaurant in New York (Tiny's and the Bar Upstairs), enjoying time at our ski house in Vermont, or playing golf.To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Current workplace

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®'s current company

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Klingman and Associates, LLC
Klingman And Associates, Llc
Founder and President at Klingman & Associates, LLC
new york, new york, united states
Website
klingmanandassociates.com
Employees
16
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1 role

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® work experience

A career timeline built from the work history available for this profile.

  • Klingman And Associates, Llc
    Founder And President
    Klingman And Associates, Llc
    Jan 1991 - Present - Greater New York City Area
    Klingman & Associates provides comprehensive wealth management services to affluent individuals, corporate executives, professional athletes, and their families. Our services are focused on the premise that one’s financial well-being is about much more than their investment portfolio. I work directly with many of our client families in helping manage all of their financial needs. In addition, I oversee and manage the firm's business strategy.To learn more about Klingman & Associates, visit https://www.klingmanria.com/--Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. (Please see the social media disclosure link under "contact info")
Team & coworkers

Colleagues at Klingman and Associates, LLC

Other employees you can reach at klingmanandassociates.com. View company contacts for 16 employees →

JR Jake Repaci Jake Repaci Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States View → NG Noelle Gallo Noelle Gallo Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States View → MW Matty Wieczorek Matty Wieczorek Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States View → QI Quattro I Am Prasad Quattro I Am Prasad Colleague at Klingman And Associates, LlcBengaluru, Karnataka, India View → DD Dan Delmoro, Cfa Dan Delmoro, Cfa Colleague at Klingman And Associates, LlcNew York, United States View → PB Patrice Boeckel Patrice Boeckel Colleague at Klingman And Associates, LlcNew York, United States View → CL Craig Laub, Cfp®, Clu® Craig Laub, Cfp®, Clu® Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States View → PK Penney Klingman Penney Klingman Colleague at Klingman And Associates, LlcUnited States View → PS Peter Sikorski, Cfp® Peter Sikorski, Cfp® Colleague at Klingman And Associates, LlcJersey City, New Jersey, United States View → BW Ben Weiner Ben Weiner Colleague at Klingman And Associates, LlcNew York, United States View →
1 education record

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® education

FAQ

Frequently asked questions about Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®

Quick answers generated from the profile data available on this page.

What company does Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® work for?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® works for Klingman and Associates, LLC.

What is Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®'s role at Klingman and Associates, LLC?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® is listed as Founder and President at Klingman & Associates, LLC at Klingman and Associates, LLC.

What is Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®'s email address?

AeroLeads has found 1 work email signal at @klingmanria.com for Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® at Klingman and Associates, LLC.

Where is Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® based?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® is based in New York, United States while working with Klingman and Associates, LLC.

What companies has Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® worked for?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® has worked for Klingman And Associates, Llc.

Who are Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®'s colleagues at Klingman and Associates, LLC?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®'s colleagues at Klingman and Associates, LLC include Jake Repaci, Noelle Gallo, Matty Wieczorek, Quattro I Am Prasad, and Dan Delmoro, Cfa.

How can I contact Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs®?

You can use AeroLeads to view verified contact signals for Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® at Klingman and Associates, LLC, including work email, phone, and LinkedIn data when available.

What schools did Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® attend?

Gerard Klingman, Cfp®, Clu®, Chfc®, Cfs® holds A. B., Economics from Princeton University.

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