;

Barbara Puklin Silverman, CFA, CFP®, ChSNC®

Shufro Rose

Barbara Puklin Silverman, CFA, CFP®, ChSNC®

Shufro Rose

Barbara Puklin Silverman, CFA, CFP®, ChSNC®

Shufro Rose

Profession LogoFINANCIAL PLANNER

Barbara has been a Financial Advisor since 2001. She joined Shufro Rose LLC in 2006 and co-manages the Kaminsky-Silverman Group with Tonia Kaminsky.

Through Goals-Based Wealth Management, Barbara and Tonia help clients understand and prioritize their financial goals and then help them invest their assets to maximize the chances of reaching their objectives. They recognize that living with a Special Needs dependent can profoundly impact a families' finances, and it is essential to incorporate proper Special Needs Planning into a comprehensive financial plan. As needed, Barbara and Tonia often lead a team outside lawyers, accountants, and insurance specialists, for their clients.

After years navigating the special needs landscape for her own son, as well as for a number of clients, Barbara earned her Chartered Special Needs Consultant ® designation in 2020.

Barbara received her B.A. in Government and Russian Area Studies from Dartmouth College in 1989 and her M.A. in Policy Studies from the University of Michigan in 1991. She earned her Chartered Financial Analyst designation in 1999 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2019. Before joining Shufro Rose, Barbara was a Principal at Rosenblum Silverman Sutton, a registered investment adviser and a vice president at Arnhold and S. Bleichroeder.

Barbara lives in New York City with her husband Alex, their two sons, and their labradoodle Willie. She loves traveling with her family.

Firm Description

Founded in 1938, Shufro Rose has spent more than eight decades committed to putting clients first. We advise the fourth successive generation of many families on a wide range of financial decisions.

This commitment to our clients led to our evolution from an investment firm to a wealth management practice based on the needs of each client. We are building collaborative relationships with our clients by developing strong teams and providing great resources to assess and achieve each client’s goals.

Today we are offering more comprehensive solutions for our clients than ever before. We continue to adapt our business so that our clients and their families can enjoy financial success today and in the years ahead.

Hours

Please contact this special needs planner for firm hours by clicking here.

Cost

What Is a Special Needs Planner?

Main Office

600 Lexington Avenue, 15th Floor
New York, NY 10022

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts