Gerry Klingman

Gerry Klingman

Formal First Name
Gerard (Gerry)

Gerry Klingman is the Founder and President of Klingman & Associates, a comprehensive wealth management firm. With over 35 years of experience, he has been widely recognized as a leader in the field of financial planning and investment management. Gerry is a member of the Financial Planning Association, and serves on numerous charitable boards, both locally and nationally. He has been featured in various leading industry publications including the Wall Street Journal, and received the 2016 Invest in Others Lifetime Achievement Award for his more than twenty years of service to Best Buddies International.

Professional Experience

Academic History

  • Barron's America's Top 100 Independent Advisors 2008 - 2020
  • Forbes America's Top Wealth Advisors 2008 - 2020
  • Financial Times Top 400 Financial Advisors
  • CFP®, CLU®, CHFC®, CFS®
  • Community Involvement:

    Board Member - Best Buddies International

    Board Member - Best Buddies Supporting Corporation

    Advisory Board Member - Hope's Door

    Volunteer - Northern Westchester Women's Shelter

    Volunteer - A-Home Housing Project