PRINCETON, NJ, May 15, 2024 /24-7PressRelease/ -- Justin Gelbman, CFP®, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Gelbman has dedicated almost two decades to the financial industry. He now serves as Managing Director - Investments of The Sharpe Group of Oppenheimer. In his role, he has been instrumental in serving as a financial consultant. Mr. Gelbman is responsible for managing team and client relationships, focusing on investing, estate planning, insurance planning, and wealth strategy. His expertise in wealth strategy and generational wealth transfer for high-net-worth and ultra-high-net-worth individuals has earned him significant recognition. Additionally, Mr. Gelbman has served on the organization's Executive Council, Chairman's Council and President's Council for over a decade.
Passionate about helping multigenerational families thrive financially, Mr. Gelbman strives to advocate for clients' best interests with transparency and fiduciary responsibility while fostering solid relationships, which is paramount. He plans to continue investing in his team's professional development to enhance client relationships and outcomes.
Apart from his work-related endeavors, Mr. Gelbman had served as an advisor to the board of advisors for The Wounded Blue. The nonprofit focuses on improving the lives of law enforcement officers who have been injured or become disabled. Mr. Gelbman has also been involved locally as a firefighter with the West Windsor Volunteer Fire Company.
In preparation for his career, Mr. Gelbman graduated from the University of Maryland with a bachelor's degree in General Business and Marketing in 2005. Well-qualified in his field, he received credentials as a Certified Financial Planner™, is registered in approximately 35 U.S. states, and holds the FINRA Series 7, 63, and 65 Registrations.
The depth of Mr. Gelbman's expertise is reflected in his accolades. Forbes has named him one of America's Top 500 Wealth Advisors and as the Best in State Wealth Advisor. He was also ranked among the Top 40 Under 40 Financial Planners. These honors underscore his proficiency and commitment to excellence in the financial sector. Award and rankings criteria is available at https://www.oppenheimer.com/legal/award-criteria.aspx.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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