Broker Check
 Abe Shtulsaft, CFP®, ChFC®, MBA

Abe Shtulsaft, CFP®, ChFC®, MBA

  • Utilizing a values based planning perspective, Abe focuses on investment, estate, charitable and business owner planning objectives. He works closely with clients in helping to analyze gaps and then to develop complementary design and implementation strategies. He has a strong background in financial planning for individuals with special needs.
  • MBA, Columbia University;
    MA, Urban Economics, Queens College;
    BA Economics, Brooklyn College;
    Doctoral candidate, Regional Economics, Haifa, Israel.