Koren Marinberg
Personal Financial Planner at Evershore Financial Group
- Role
- Financial Advisor at Evershore Financial Group
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Koren Marinberg
WHAT I DO:I meet with individuals, families, business owners, and public employees to help achieve their goals. I offer hands on financial guidance and implementation to tailor strategies that fit your unique situation. My goal is to assist my clients with accomplishing greater financial control and, ultimately, freedom through personalized financial planning. WHAT IT MEANS TO YOU:You can expect honestly and transparency through our conversations. I evaluate your whole financial picture to address each perspective that is important to you and build a custom plan that is not the usual cookie-cutter strategies. As we build a relationship together, we will overcome your past financial pitfalls and I will educate and empower you towards financial freedom. We will work together to create a financial roadmap that can put you on a path to success.Want To Learn More?Let\'s have a dialogue today!
Experience
Financial Advisor
Jul 2024 — Present · Boca Raton, FL, US
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Office phone number 56••••••••84 W Palmetto Park Rd, Suite 106, Boca Raton, FL 33433
Education
University of Central Florida
Bachelor's degree, Finance, General
2016 — 2020
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