Whether you are investing to build wealth, protect your family or preserve your assets, we offer personalized service that focuses on your needs, wants and long-term goals. We do not have any prepackaged solutions so each client is unique.
We have years of experience in financial services. We can help you address today’s needs and those for many years to come. We look forward to working with you.
I’m the Founder of Klyman Financial, a Financial Strategist and Israeli Defense Force veteran who is passionate about helping mid-high net worth individuals find their way to generational success through Resilient Riches where I teach ambitious and successful professionals how to take what they’ve built in their careers and transform it into true generational wealth by incorporating financial literacy as a core value in their lifestyle. I’ve been featured on Fox news, Yahoo news, Apple news, and Huffington Post among others.
I’m also an avid traveler and am most proud of the charities I built that have become thriving nonprofits that are helping dozens of people in need every day.
David Klyman, MBA, BFA™
When my son Yair opened Klyman Financial, I decided to partner with him to start a family business and help other families overcome obstacles and grow and thrive. Our priority is building relationships with clients so they can reach their financial goals and become knowledgeable about financial matters because we’ve seen and experienced firsthand how important this is and how it can change families’ lives. We know how difficult it can be to find someone who can help by really understanding an individual family’s needs and we wanted to change that.
A resident of Englewood, New Jersey, I hail from Canada and am a proud father of six and grandfather of five. I am also an avid sports fan, excited all year round to watch games with my family and friends. I’ve also been featured on Huffington Post and Chicago Public Radio.
A chartered financial consultant who is also certified in long-term care, I have been helping people and businesses with estate and insurance planning for over three decades. I’ve worked extensively with a variety of professionals, including attorneys and accountants, and have mentored many in the industry.
A principal in Financial Access Network, one of the premier planning firms in the Bergen County metro area of New Jersey, I previously was the estate planning insurance specialist for Merrill Lynch in New York City, where I supervised the insurance practice for some 300 financial advisors.
I’m president of The Edward Weiner & Edward Yarock Equine Outreach Fund, which provides equine-assisted therapy to those suffering from PTSD and other physical and emotional problems.
David Yarock is not affiliated with APFS
My passion is about helping others achieve their financial goals. In my career in the health-care field – I have a BS in public health and an MBA in health-care management and was a surgery coordinator for Memorial Sloan Kettering Cancer Center – I saw first-hand how the loss of loved ones devastated survivors not only emotionally but also financially. A resident of the Upper East Side, I’m the Gabbai at Chabad Young Professionals and help organize blood and clothing drives. I regularly run the New York City Marathon to raise money for Friendship Circle, which helps special-needs children.
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