Susan S. Weinblatt
Financial Advisor at Evershore Financial Group
- Role
- Financial Advisor at Evershore Financial Group
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Susan S. Weinblatt
I am a financial advisor at Evershore Financial Group, an independent comprehensive financial services firm. For over 30 years, I’ve guided my clients to make informed financial decisions that ultimately have helped them realize their various financial goals, whatever those goals have been. I enjoy sharing client’s journeys; they are not alone.It’s important to me that each person I work with understands all the choices available and makes an educated decision. I educate individuals and local businesses on many different financial topics. I am also a lifelong “student” and recently received the Certified Divorce Financial Analyst® designation, adding to the knowledge and support I can give to those clients going through that unique circumstance. Along with my Certified Financial Planner® designation and my masters level graduate education, I have the great privilege of working with several advisors at Evershore who each come with their own skill sets and education. I learn something new from my clients and colleagues every day.Personally, I’m an avid reader of fiction and enjoy all things Star Trek and Star Wars. I also go big game fishing out of San Diego every summer with a core group of fishing buddies to unplug and unwind.I do not provide tax or legal advice.Susan Weinblatt is a Registered Representative and Investment Advisor Representative. 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 is 56••••••66.
Experience
Financial Advisor
Nov 2014 — Present · Boca Raton, FL, US
Education
Adelphi University
Certificant, Certified Financial Planning Program
Nova Southeastern University
Master of Business Administration (M.B.A.)
Adelphi University
Bachelor's Degree
Skills
- Customer Service
- Investment Strategies
- Fee-Based Financial Planning
- Disability Insurance
- Financial Strategies for Businesses
- Investments
- Life Insurance
- Financial Strategies for Women
- Retirement Preparation
- Wealth Management
- Long Term Care Insurance
- Financial Strategy
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