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Zev N. Grossman

Zev N. Grossman

Financial Consultant | Retirement Planning Specialist

CA Insurance Lic. # 0J12618

Financial planning for families with special needs requires a special approach. During the more than two decades I have been in practice, it has always been my goal to help people take control of their financial wellbeing. I believe that achieving financial independence is one of the most empowering actions we can take in life. I believe that people who are financially secure can live happier, more meaningful, and more significant lives than those who are not. That is why I have made a professional commitment to assist families with disabled members to try and achieve the same financial freedom that I consider so critical for all of us.

I joined Equitable in 2001 after a long and successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, I was a senior equity research analyst. I spent years guiding and advising money managers from the world's largest investment houses on stock selection and investment strategies within my specialty area -- the energy industry. Prior to going to the "Street", I worked for fifteen years as a manager and an economist with two Fortune 500 Energy companies.

Training and education are critically important to my success. In addition to a Masters from Duke and an MBA from the University of Houston, I have my Series 7, 63 and 65 registrations from FINRA. I am fully licensed to sell Life and Health Insurance as well. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

What this means for my clients is that I have the commitment, experience and background needed to help them through the tough decisions - the ones that affect their financial security, their retirement, their children and their legacy.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at Complaints about an Equitable Advisors FP should be directed to

California Insurance License #: 0J12618

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.