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
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Evershore Financial Group

    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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Koren Marinberg — Financial Advisor at Evershore Financial Group in Boca Raton, FL, US | Unifers