Justin Gelbman, CFP

Justin Gelbman, CFP The Sharpe Group of Oppenheimer & Co. Inc. offers a collaborative, personal, tailored planning process, to form the foundations of your unique financial strategy

I am licensed in the following States: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NY, NC, OH, OR, PA, TX, VT, VA, WA, WV. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those State

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Our expectations are for the Fed to remain independent on what we expect will be a successful transition of leadership.
06/01/2026

Our expectations are for the Fed to remain independent on what we expect will be a successful transition of leadership.

Despite Geopolitical Concerns, Equity Markets Continue to Trade Higher

05/28/2026

What does it really mean to age well?

In the latest episode of Let’s Talk Future, Jane Ross speaks with Jay Olson, CFA, Managing Director and Senior Analyst covering Biotechnology at Oppenheimer, about the growing gap between lifespan and health span — and why the future of healthy aging is focused not just on living longer, but living better.

Listen to the full episode to learn more about the biotech innovations shaping the future of healthy aging.

👉 https://bit.ly/4edBw1B

Earlier concerns about AI seem to have faded somewhat in our view as usage of AI has spread and been replaced by practic...
05/26/2026

Earlier concerns about AI seem to have faded somewhat in our view as usage of AI has spread and been replaced by practical and personal experience and healthy curiosity about developments ahead.

Patience Is Rewarded as Earnings Results Take Indexes to New Highs

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday...
05/25/2026

Remembering and honoring our fallen service members with pride this Memorial Day. Our U.S. offices will be closed Monday, May 25.

05/20/2026

At The Sharpe Group of Oppenheimer & Co. Inc., we help clients pursue long-term financial goals through personalized investment strategies, thoughtful asset allocation, and ongoing portfolio oversight tailored to their individual objectives.

Learn more: https://bit.ly/4eUijUx

Recent economic data across the globe suggests to us that we are near if not quite at that inflection point for arriving...
05/18/2026

Recent economic data across the globe suggests to us that we are near if not quite at that inflection point for arriving at resolution.

Patience Is Rewarded as Earnings Results Take Indexes to New Highs

Stock prices in the US continue to reflect in our view an appreciation for the fundamentals that matter most for revenue...
05/11/2026

Stock prices in the US continue to reflect in our view an
appreciation for the fundamentals that matter most for revenue
and profit growth …

Patience Is Rewarded as Earnings Results Take Indexes to New Highs

Stock prices in the US continue to reflect an appreciation for the fundamentals that matter most for revenue and profit ...
05/04/2026

Stock prices in the US continue to reflect an appreciation for the fundamentals that matter most for revenue and profit growth.

Even the Energy Sector Takes a Backseat to Technology as Investors See Earnings

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