Born in St. Petersburg (previously Leningrad) in the former Soviet Union, in the era of Communist Russia and the Cold War, Jack immigrated to the United States with his parents and brother as a young boy. The hope of freedom, capitalism, and the American Dream, began in the mind of his maternal grandfather, who was a high ranking officer and medical doctor in the Russian Army. He was on the front lines serving as a doctor during World War II and continued to practice after the war. He (along with Jack’s family) experienced first-hand religious persecution and the significant disadvantages of living in a socialist/communist country. In 1979, Russia opened its borders to those wanting to flee that lifestyle, and offered those selected an opportunity to immigrate to the US. Jacks family was of those chosen. After arriving in the US and witnessing his parents’ struggles and sacrifices in their efforts to build a prosperous life from very little, Jack learned the true value of capitalism and wealth, along with what goes into its accumulation and preservation. After 23 years of practice, Jack has transitioned to managing wealth for a select group of highly successful clients, including retirees, business owners, and professionals. As a highly sought- after wealth preservation strategist, Jack assists select clients with protecting and growing their assets using innovative, highly advanced wealth preservation and growth strategies. Jack’s goal is to develop deep, intimate relationships and empower his clients so that they make critical and sound financial decisions today with the future in focus. The trust and rapport that is shared between Jack and his clients enables Jack to know his clients better and communicate even more effectively over time. Employing kindness, compassion and integrity, Jack uses his experience, knowledge and the latest strategies offering peace of mind to those he serves. The comprehensive and holistic approach offered by Jack and his team goes beyond money itself. With Jacks help, his clients begin by learning their true purpose for money. Following a comprehensive process, that purpose is then aligned with each plan offering the best chances of reaching and maintaining specific life goals. Jack is the President of the Woodland Hills, California chapter of a non-profit charity called the American Financial Education Alliance (AFEA). As the chapter President, Jack donates his time to teach financial literacy classes to the community at large offering hope to those who are feeling frustrated or overwhelmed by their financial future. Jack has been featured on Fox, CBS, NBC, ABC and Market Watch, and has been published by Kiplinger Magazine. He is a consummate public speaker and has helped mentor others interested in pursuing a career as an Elite Wealth Manager. Jack is a happy husband and father of two boys.
