Jan Pevzner, CFP®, EA Gotham Block, LLC

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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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Recently Published

ISOs vs. NSOs — what’s the difference?

April 22, 2021

Employee Stock Options: The Primer Both ISO and NSO are terms for options companies issue on their stock. Why the...

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How Do Stock Options Work?

January 19, 2021

Employee Stock Options: The Primer Options? Strikes? Calls? If your mind is whirling with esoteric terminology, let our guide assist...

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Does $100 of employer stock equal 100 dollars?

November 20, 2020

Back to Basics: Employer Stock A few fundamental concepts about employer stock grants will illustrate how these grants can affect...

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Investment Planning & Management
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $600+/qtr
  • Hourly Fee: $200+/hr

SEC Records

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