Personalized Financial Guidance to Help You Achieve Your Goals
Welcome to Petoyan/Kirshbaum Nonprofit Consulting, where we specialize in providing financial consulting services for nonprofits, nonprofit leadership, major donors for charities, 501(c)3 organizations, and philanthropic individuals. Our team of core consultants, Martin Petoyan and Joshua Kirshbaum, are experienced financial professionals who can help you achieve your financial goals and gain peace of mind.
We understand that financial needs and priorities vary from client to client, which is why we offer personalized financial guidance tailored to your specific situation. Whether you need to plan for retirement, protect your organization's future, or grow your wealth, our team is here to support you every step of the way. With decades of combined experience in financial services and non-profit management, we are well-equipped to provide innovative financial solutions and strategies to our clients.
Contact us today to learn more about how we can help you achieve financial security and create positive change in your organization and community.
Martin Petoyan
Martin Petoyan is a licensed financial advisor with over a decade of experience in the financial services industry. He is passionate about helping nonprofit organizations, philanthropic individuals, major donors, and 501(c)3 organizations achieve their financial goals. After graduating with a degree in Managerial Economics from the University of California, Davis, Martin began his career with notable companies like Merrill Lynch and Morgan Stanley before joining New York Life in 2012.
With his extensive knowledge of financial tools and strategies, Martin has quickly risen to become one of the top-performing advisors in the industry. He has achieved numerous recognitions for his outstanding performance, including ranking by Forbes as #34 in the state of California of all Top Best-In-State Financial Security Professionals. Martin is dedicated to his clients' success and always goes above and beyond to ensure their financial security and peace of mind.
As a Los Angeles native, Martin enjoys being active by playing basketball, participating in Spartan races, hiking, meditating, cooking, and reading. He is a Partner with New York Life and a Member Agent of The Nautilus Group ®, an exclusive resource available to affluent, high net worth, and business owner clients. With Martin's expertise and passion for helping others, he is the perfect financial advisor to guide you towards achieving your financial goals and priorities.
Joshua Kirshbaum
Joshua Kirshbaum is a licensed financial services professional at New York Life with over a decade of experience in non-profit and volunteer management. He specializes in providing personalized financial guidance for nonprofits, nonprofit leadership, major donors for charities, 501(c)3 organizations, and philanthropic individuals. With his successful track record of managing family foundations with a combined $23 million in assets and raising $20.4 million for international humanitarian efforts, he is well-equipped to provide innovative financial solutions to his clients.
Kirshbaum's dedication to creating positive change has earned him two national peace awards, and he is the youngest regional director at Nonviolence International, an award-winning international network. He is a visionary leader, innovative thinker, and strategic planner, making him a trusted advisor to his clients. Whether you're a nonprofit looking to manage your finances more effectively, a philanthropic individual looking to maximize your charitable giving impact, or a 501(c)3 organization seeking financial planning strategies, Joshua Kirshbaum can provide personalized financial guidance tailored to your specific needs and priorities.
Why Choose us?
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Experienced and knowledgeable financial professionals
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Personalized financial guidance tailored to your specific situation
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Customized financial solutions that fit your unique needs and goals
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Commitment to helping you achieve financial security and peace of mind
WHAT PEOPLE SAY
"Joshua's financial guidance and holistic approach to planning helped our nonprofit organization increase our assets and create a long-term financial strategy that aligned with our mission. He's an invaluable resource for any nonprofit leader seeking to build a sustainable future for their organization." - Mary Smith, Executive Director, XYZ
"Martin's expertise in financial planning and investment management helped us streamline our organization's financial operations and invest in projects that aligned with our mission. His personalized approach and dedication to our organization's success were truly appreciated."
- John Doe, Board Chair, ABC Nonprofit
"Joshua's knowledge of the financial industry and his unique perspective as a mediator were critical to helping us navigate complex financial negotiations with stakeholders. He helped us achieve a positive outcome that allowed us to continue providing essential services to our community." - Sarah Johnson, CEO, 123 Nonprofit
"Martin's guidance and investment strategies have enabled our organization to make significant strides in achieving our financial goals. His expertise and attention to detail have been instrumental in helping us create a strong financial foundation for our nonprofit."
- Jane Adams, CFO, DEF Nonprofit
"Joshua and Martin's dedication to creating positive change and his passion for helping nonprofits achieve their mission have been an inspiration to us. Thier financial guidance and coaching have helped our organization grow and thrive, allowing us to have a greater impact in the community we serve."
- Tom Brown, Executive Director, GHI Nonprofit
MORE ABOUT WHAT WE DO
Personalized Financial Services for Individuals and Families
We understand that planning for your future can be overwhelming, but our team is here to help. At Ja.kirshbaum Consulting, we offer personalized financial guidance tailored to your specific situation, whether you're planning for retirement, saving for your children's education, or managing your wealth. Our experienced financial professionals will work with you to create a customized plan that meets your unique financial goals and priorities. We offer a wide range of services, including retirement planning, investment management, estate planning, and tax planning. We also provide financial education and coaching to help you make informed decisions about your money.
Financial Services for Nonprofits and Businesses
Managing the finances of a nonprofit or business can be complex, but we are here to help you navigate the process. At Ja.kirshbaum Consulting, we offer a wide range of financial services to help you achieve your organizational goals. Our team of experts provides retirement plan design and administration, employee benefits planning and administration, business succession planning, and executive compensation planning. We also offer risk management services such as property and casualty insurance and liability insurance. Additionally, we provide corporate philanthropy planning and financial education and training for your employees. Let us help you manage your finances and achieve your goals.
A few examples of how we can help:
