Jan Pevzner, CFP®, EA Gotham Block, LLC
- 99 Wall St Ste 439, New York, NY 10005
- (212) 729-8001
About Jan Pevzner, CFP®, EA
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 have a Master’s Degree 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.
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- Equity Recipients (RS/RSU SOP ESPP)
- Investment Planning & Management
- Tax Planning
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly Fee: $200+/mo
- Assets Under Management: 1.00%