Jonathan Gassman CPA/PFS™, CFP®, CAP®

Managing Director, Private Wealth Advisor
jonathan.gassman@firmfoundationfw.com

Professional Experience

  • More than 30 years of experience specializing in sophisticated, multi-disciplinary planning that integrates investment strategy, tax and estate planning, philanthropic design, and business succession for high-net-worth families, business owners, and executives
  • Combined experience as a CPA/PFS™, CFP®, and Chartered Advisor in Philanthropy® creates a comprehensive approach to wealth stewardship, integrating technical expertise with deeply personal guidance
  • Before joining Firm Foundation, Jonathan led his family’s third-generation New York CPA and wealth advisory firm, which he later sold to a national accounting company
  • Leads the firm’s Boca Raton, FL office 

Education & Designations

  • Bachelor’s in Accounting, Long Island University, C.W. Post Center
  • Master’s in Taxation/Accounting, Long Island University, C.W. Post Center
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS™)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Advisor in Philanthropy (CAP®)

Getting to Know Jonathan

  • Originally from New York, now fully enjoying the warm-weather lifestyle in South Florida
  • Loves spending time at the beach and cooking meals that bring family and friends together
  • Avid reader, always seeking to expand his knowledge and perspective
  • Enjoys exploring new experiences, from local adventures to global travel
  • Dedicated backgammon player, always ready for a friendly (but competitive) match