Broker Check
Fillip Gershon

Fillip began his career in the financial industry at Smith Barney in 1997, before starting Safe Harbor Financial, LLC with David Wren in 2006. Fillip’s main goal in starting Safe Harbor Financial was to provide clients with the tools to create, preserve, and pass on wealth to future generations. He has worked closely with clients as they transition through different stages of their financial planning life. His first priority is helping clients take care of themselves and their family.

Additionally, Fillip has provided opinion and commentary in publications such as Registered Rep and Financial Planning magazine. He has presented lectures on financial planning for over twenty-five years for various organizations and companies around the country.

Fillip graduated with a degree in Business Administration in 1996 from Northwood University. He has been involved locally as an elected official with the Freehold Township Board of Education and has enjoyed coaching for many years in his local community. Fillip resides with his wife and three boys in Freehold, NJ.

Securities Registrations and Insurance Licenses:

  • Series 7, 24, 63, 65 and 31
  • Life and Health Insurance

Accredited Investment Fiduciary ®
Certified Wealth Strategist ®
Investment Advisor Representative with Cetera Advisors LLC