Meet Filipp
With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
For more than 7 years, Filipp has focused on providing clients with creative tax, investment, and financial planning strategies. He holds a professional certification as a Retirement Planning Specialist from the Wharton School designed for professionals who seek to address the sophisticated retirement needs of their clients.
Within the firm Filipp focuses on helping clients:
- Implement strategies to minimize income, estate, gift and generation skipping transfer taxes.
- Become more financially literate in the areas of charitable giving, endowments, risk management, asset protection, estate and wealth transfer issues.
- Better understand equity-based compensation including Incentive Stock Options, Non-Qualified Stock Options, Restricted Shares, Restricted Stock Units, Deferred Compensation and performance shares.
Filipp is a graduate of the Rutgers Business School with a dual-degree in Economics and Finance. Filipp has achieved the Million Dollar Round Table status of Court of the Table reserved for only those demonstrating exceptional aptitude and excellence in Life Insurance in the field of financial services.
Filipp currently lives in downtown Manhattan’s TriBeCa neighborhood and spends his free time at the gym, road cycling, walking his dog, and traveling the world.