“My ultimate reward is helping people achieve their ideal quality of life.”
Jeff Trugman is one of the original founders of Attitude Financial Advisors and, as he prepares for his upcoming retirement, continues to serve the firm’s clients and team with his depth of wisdom, education, and experience. He is a leader to Attitude’s team of advisors and generously passes down his knowledge so the team can provide the best service and strategies possible. Some of Jeff’s trademark traits include his compassion and care for everyone he comes in contact with and his incredible listening skills. Jeff’s clients know that he is there for them and truly understands their circumstances, dreams, and concerns. Jeff is a master at providing instructive insight and actionable advice that help his clients experience clarity, confidence, and control so they can live the life they desire without stress and anxiety.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and has a Bachelor of Business Administration from Baruch College of the City University of New York. He also serves as a board member at the vibrant Mid-Island Y Jewish Community Center. Jeff and his wife, Gail, have three grown children and three grandchildren. He is excited to spend his retirement enjoying his family, playing pickleball and golf, traveling, and hosting BBQs for family and friends. To learn more about Jeff, connect with him on LinkedIn.
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