Jeff Tabman

Q: What is Jeff Tabman Cfp(r) email address?

Email Jeff Tabman Cfp(r) at jtabman@hotmail.com and jeffrey.tabman@equitable.com. This email is the most updated Jeff Tabman Cfp(r)'s email found in 2026.

Q: How to contact Jeff Tabman Cfp(r)?

To contact Jeff Tabman Cfp(r) send an email to jtabman@hotmail.com or jeffrey.tabman@equitable.com. (updated on September 01, 2024)

VP, FINANCIAL CONSULTANT, QUALIFIED PLAN SPECIALIST at Equitable Advisors | New York City Metropolitan Area

About Jeff Tabman

Jeff Tabman, CFP®, serves as the Vice President and Qualified Plan Specialist at Equitable Advisors, where he plays a pivotal role in shaping the future of financial advisory services in the Northeast Region. With a strong emphasis on hiring and developing exceptional financial professionals, Jeff is dedicated to fostering a team that is not only results-driven but also deeply committed to integrity and client-centric service. His leadership is instrumental in guiding his team to assist clients in navigating their financial strategies across various life stages, ensuring that they receive tailored advice that aligns with their unique goals.

In his capacity as a Qualified Plan Specialist, Jeff has successfully completed an extensive internal training program and assessment, equipping him with the expertise necessary to navigate the complexities of qualified retirement plans. His proficiency in 401(k) distribution planning, retirement planning strategies, and wealth management allows him to provide comprehensive solutions that address the diverse needs of both individuals and businesses. Jeff’s focus on business succession planning and estate planning strategies further enhances his ability to support clients in achieving long-term financial security.

Jeff's commitment to professional development extends beyond his own career; he actively mentors emerging financial professionals, instilling in them the importance of ethical practices and strategic thinking. His passion for empowering others, combined with his extensive knowledge in asset allocation strategies and life insurance, positions him as a trusted resource in the financial planning community. Through his work at Equitable Advisors, Jeff Tabman is not only shaping the future of financial consulting but also making a lasting impact on the lives of clients and colleagues alike.

Jeff Tabman Work