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

Jeffrey M. Trugman, CFP® CASL, ChFC®

Managing Partner

Jeffrey M. Trugman, CFP® CASL, ChFC® entered the financial industry in 1992 and is one of the founders of Attitude Financial Advisors.  He has since developed an expertise in comprehensive financial planning.  He is responsible for the team's financial planning offerings and client relationships.  Jeff is particularly skilled at helping clients understand their own behavior towards personal finance and empowering them to make better decisions with their money that are in alignment with their goals and objectives.

Jeff is a graduate of Bernard M. Baruch College, The City University of New York with a Bachelor of Business Administration.  Jeff has been featured in Newsday's, "Ask The Expert" column, and has also been interviewed by local radio stations for his expertise on personal finance.  Jeff has also been recognized as a pioneer in the financial planning industry, and has been asked to speak at various company conferences.

Jeff is an active member in the Plainview-Old Bethpage Chamber of Commerce.  He resides in Plainview, NY on Long Island with his wife Gail.  Jeff enjoys playing golf and one of his favorite activities is to BBQ for his friends and family.