Why Work With Me?
I have a knack for planning, whether it involves training for the NYC Marathon, coordinating logistics for the largest Jewish young professional organization worldwide, or managing surgeries at Memorial Sloan Kettering Cancer Center. I firmly believe that success hinges on a well-crafted gameplan.
I am passionate about utilizing my planning abilities to help individuals and families secure long-term success. By working together, we can develop comprehensive strategies to navigate the complexities of life and pave the way for a brighter financial future.
At GershLife, we go beyond being a mere planning service. We are committed to your success and well-being, providing personalized guidance and support every step of the way. We understand that each individual and family is unique, and as such, we tailor our services to meet your specific needs and aspirations. That’s the GershLife difference.
GershLife is a subsidiary company of Klyman Financial
Our Team
David Klyman, MBA, BFA™
Our priority is building relationships with clients so they can reach their financial goals and become knowledgeable about financial matters because we’ve seen and experienced firsthand how important this is and how it can change families’ lives. We know how difficult it can be to find someone who can help by really understanding an individual family’s needs and we wanted to change that.
A resident of Englewood, New Jersey, I hail from Canada and am a proud father of six and grandfather of five. I am also an avid sports fan, excited all year round to watch games with my family and friends. I’ve also been featured on Huffington Post and Chicago Public Radio.
Rhona mae – Virtual Assistant
I am Rhona Mae, a devoted virtual assistant from the Philippines. As a single mother, I prioritize my family’s needs and work diligently to provide for them. In my free time, I enjoy indulging in my passion for baking. Moreover, I am deeply committed to my work, particularly in assisting GershLife clients, ensuring their needs are met, and embodying a strong work ethic.
Kate Jeanzyl Jamili – Virtual Assistant
I am Kate Jeanzyl Jamili, a dedicated virtual assistant from the Philippines. I am the eldest daughter and breadwinner of my family. Beyond my professional responsibilities, I channel my creativity through drawing and writing poetry. I am passionate about assisting clients, and my strong work ethic, combined with attention to detail, ensures that their needs are met effectively.
What I Can Do For Your Business
Visioning
Empower
Planning
Safeguard
Research
Optimaze
Grow
Retire
Contact
Phone
Address
675 Third Ave., STE 920. New York, NY, 10017