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Jeffrey B. Waxman

As President and Chief Investment Officer, Dr. Jeffrey B. Waxman has been helping families achieve their life goals for the past 17 years.

 

Dr. Waxman is a CERTIFIED FINANCIAL PLANNERⓇ and completed his coursework and professional requirements for the designation through the College of Financial Planning.  He obtained his license from the Certified Financial Planner Board of Standards in 1998.

 

He attended Rensselaer Polytechnic Institute and received a B.A. from New York University, and a Ph.D. from Texas A&M University.  He has held adjunct teaching positions at Long Island University, Fairleigh Dickinson University, and University of Central Florida.

 

Prior to founding Waxman Financial, Dr. Waxman co-founded and served as Chief Executive Officer of Coastal Environmental Services, an environmental consulting firm based in Princeton, NJ and Baltimore, MD.  The firm was subsequently acquired by PBS&J, a large, multinational engineering firm located in Miami, FL.

 

Before that, he was an executive with a New York City-based Fortune 500 company and worked in a technical capacity for a consulting firm in Boston, MA then Gainesville, FL.  Dr. Waxman is an active member of the Financial Planning Association.

Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.
Andrew B. Waxman, CFP®
Our goal is to help you make sense of the complicated world of investing, taxes and insurance by providing sophisticated solutions that are easy to understand and implement.