Mendy Kaufman, an Orthodox Jewish father of seven, is a founding partner of Heller and Kaufman, a firm established in 2020 under the umbrella of BFG in partnership with Joel Heller. In his younger years, Mendy studied Talmudical and halachic texts as a yeshiva student. This rigorous education shaped his way of thinking, enabling him to understand subjects thoroughly and deeply. With excellent teaching skills, he is adept at explaining complex concepts clearly.
Starting his career as a tax preparer for a reputable CPA firm, Mendy joined BFG and Guardian as a Financial Representative in 2015 to better serve himself and the greater community. In 2018, he became a fully licensed Registered Representative and also works as an Investment Advisor with Park Avenue Securities. Being in the industry for over eight years has equipped him with the knowledge and insight that makes him invaluable to his clients.
Through his work with some of the finest attorneys, accountants, actuaries, and tax strategists in the country, Mendy specializes in working with business owners, executives, and professionals in their Estate and Retirement Planning, Wealth Management, Family Business & Succession Planning, Pension Design and Administration, Insurance Planning and Design, and Company Group Benefits. He is securities licensed, independently insurance-licensed, and a member of Finseca.
Mendy's focus is to help his clients protect, preserve, and grow their personal and business financial well-being with a focus on protection first, clear goals, and strategic strategies to achieve them smoothly and easily. His commitment to his clients is unwavering, aligning with the company motto: "Commitment you can own." This assurance gives clients confidence that they can rely on Mendy's dedication to their success; they can truly own it.
Having amassed years of direct tax experience, Mendy has a keen ability to help people understand their unique financial situations. This also allows him to expertly personalize products to their exact needs.
In his free time, you can find Mendy reading books and delving into the latest industry research and Talmudical studies. He also enjoys participating in charitable causes like Bikur Cholim and Chesed of Williamsburg.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HELLER AND KAUFMAN LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4123473.