Jeff
fishman

The inspiration for JSF Financial traces back to a formative conversation Jeff had with his late father, Martin Fishman, an insurance broker who deeply valued service and philanthropy. Martin passed down a legacy of integrity and community responsibility, which became central to Jeff’s own approach. Though trained as a lawyer, Jeff quickly realized his passion […]

Mordechai
Fishman

Mordechai Fishman is the head of JSF’s Financial Planning Group and an Investment Adviser Representative, in addition to serving as one of the firm’s Managing Directors. His financial planning knowledge is as deep and diverse as his whisky collection, and his natural outgoing nature and relentless curiosity are his keys tools in addressing the goals […]

Zev
Fried

As a Senior Financial Planner and Investment Advisor Representative at JSF Financial, Zev works with a broad group of families and individuals. His focus is on helping each client craft a tailored financial plan towards their specific financial goals. Zev also serves as our real estate expert in the office, having built a career in […]

Olivier
Cornet

Olivier is a Financial Planner and Investment Advisor Representative at JSF Financial, as well as a Managing Director of our firm. He takes a comprehensive, global view of financial planning and maintains a keen awareness of the way in which current events shape markets and potentially impact client objectives. Olivier holds a bachelor’s degree in […]

Seta
Keshishian, CFP®

Seta Keshishian joined JSF as a Financial Planner in January 2018. A Los Angeles native, Seta began her career in the banking side of the finance industry, working as a VP at City National Bank, Wells Fargo and First Interstate. She then stepped aside from corporate life to raise her two children, during which time […]

Jean
Calache, CFP®

Jean is a Certified Financial Planner and Investment Advisor Representative at JSF Financial. His comprehensive approach to financial planning and investing allows him to have a holistic view in the wealth management process and smoothly integrate it to our clients’ objectives, needs and constraints. Originally from France, Jean has a Masters in Business Management (Finance) […]

Norma
Vasquez, CFP®

Norma joined JSF as a Financial Planning Associate in 2021, and in 2024 moved into the role of Financial Planner. Norma works closely with her clients to help them gain a better understanding of their dynamic financial picture as well as plan for the future. Norma enjoys working collaboratively alongside our other JSF advisors and […]

Almen
Rule

Joining JSF in 2025, Almen began in our Client Service Department as an operations associate. He quickly made the transition to the role of planner associate where he supports the planners by running report analyses, projections and helps with client requests. Almen prides himself in supporting our planners as they help clients achieve their unique […]

Jake
Derian

In his role as a Planning Associate, Jake supports our Financial Planners in the creation and monitoring of clients’ financial plans, as well as working on retirement projections, cash forecasting and partnering with our Portfolio Management Team to review and update client portfolio allocations. Jake is a social butterfly, which comes in handy when working […]

Gabriela
Chodakiewitz

Gabriela joined the JSF team as a financial planning associate in mid-2025. In her day to day, Gabriela works closely to assist our planners so they can keep doing what they do best and help clients achieve their goals. She also loves working closely with her incredible coworkers. She grew up in São Paulo, Brazil […]