Broker Check
Jeffrey M. Trugman, CFP® CASL, ChFC®

Jeffrey M. Trugman, CFP® CASL, ChFC®

Managing Partner

“My ultimate reward is helping people achieve their ideal quality of life.” Jeff Trugman is one of the founding members of Attitude Financial Advisors. A Certified Financial Planner Practitioner, he is compassionate about guiding people to better understand how their own behaviors and attitudes directly impact their personal financial outcome.

Jeff’s journey to the financial world began in the early 1990’s as he transitioned into a new, life changing career that had a positive impact on him and his family. As the journey continued, he and his partners started their own firm dedicated to helping clients live a satisfied and inspired life. It was especially rewarding when his son Bryan joined the team.

Jeff’s inherent thirst for learning began at Baruch College of the City University of New York, where he earned his business degree. Professionally, Jeff attained his CFP certification in 1999, and additionally holds the professional designations of Charted Financial Consultant (ChFC) and Charted Advisor for Senior Living (CASL)

An active member in the Plainview-Old Bethpage Chamber of Commerce and a board member at the vibrant Mid-Island Y Jewish Community Center, Jeff resides in Plainview, NY, with his wife Gail. They have three grown children and three grandchildren. Jeff enjoys traveling, photography, golfing and outdoor grilling on the BBQ for family and friends.