Experience

George M. Feldman has over 30 years of experience in financial services.  As a CFP®, he has deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. George has concentrated his career on assisting individuals, families as well as small businesses with managing their assets and liabilities.  George follows a conservative disciplined money management approach, making full use of UBS's resources.  He works closely with his clients to build individualized plans based on their needs and goals. 

George started his Financial Services career as a Certified Public Accountant (CPA®).  After leaving Public Accounting, George worked as the Controller of a Private Money Management Firm. 

A graduate of Pace University with a B.B.A. in accounting, George has also obtained the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

George is very active in his community.  Belonging to a number of charities over the years, he has served on various boards and is still currently the Treasurer of a local non-profit.  George and his wife Donna have 3 daughters and reside in Freehold, NJ.

Donna M. Feldman began working with her husband in 2006.  A graduate of St. John's University with a B.S. in paralegal studies, she then went on to graduate from Benjamin N. Cardozo School of Law, with a J.D. degree.  After raising their three daughters, Donna began to practice law.  Soon thereafter, George and Donna felt her skills and dedication to client service would enable the Feldman Group to further enhance their client's ability to pursue their financial goals.