Woodbridge Financial Planner Receives National "Fresh Approach" Recognition
New Jersey financial planner Jeff Gitterman has earned the nickname “The Educator’s Educator” for specializing in helping college and university professors understand their relationship to money and teaching them how to use smart money management as a vehicle for achieving their dreams. For nearly 15 years, Gitterman has made educators feel comfortable as students – teaching them about money issues through “lunch-and-learn” seminars and providing participants the chance to ask questions and identify their own financial goals in a non-intimidating environment free of sales pressures.
For his unique approach to financial planning, Gitterman is featured in MONEY magazine’s April issue as part of a series called “A Fresh Approach.” ING U.S. Financial Services, the Financial Planning Association (FPA®) and MONEY magazine started the program to recognize innovative financial planners.
Gitterman’s approach to focusing on education and personal goals has been a successful formula. More than 3,000 educators have become clients of his firm, Gitterman & Sacks, LLC, an independent retirement planning group in Woodbridge, N.J.
“Many college educators don’t view themselves as money-savvy – they didn’t go into teaching to become wealthy,” says Gitterman. “Our challenge is to help educators understand their relationship with money, and to teach them how to use it as a means to an end in achieving their larger life’s goals.”
Gitterman values the many long-term personal friendships he’s gained through his work in financial planning. “My clients are like family to me,” he says. “I really view my role as a financial planner as being less about focusing on money and more about helping people find fulfilment in their lives.”
Nathan Gilkerson, Himle Horner, 952-897-8226
Caroline Campbell, ING, 770-618-3801
Gitterman and Sacks, LLC is an independent retirement planning group in Woodbridge, N.J. The firm specializes in financial and estate planning, and offers financial planning services through ING Financial Advisers, LLC. (Member SIPC) For more information, call (732) 326-5600 or visit www.gittermansacks.org . Gitterman and Sacks, LLC is an independent agency and is not a corporate affiliate of ING Financial Advisers.
ING Group is a global financial institution of Dutch origin offering banking, insurance and asset management to more than 60 million private, corporate and institutional clients in more than 50 countries. With a diverse workforce of more than 115,000 people, ING comprises a broad spectrum of prominent companies that increasingly serve their clients under the ING brand. In the U.S., the ING family of companies offers a comprehensive array of financial services to retail and institutional clients, which include life insurance, retirement plans, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, annuities, employee benefits, financial planning and reinsurance. ING holds top-tier rankings in key U.S. markets and serves more than 14 million customers across the nation. For more information, visit www.ing.com
The Financial Planning Association (FPA®) is the membership organization for the financial planning community. Its 28,000 members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® professional.
CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.