Financial Advisors in Boca Raton, FL

Helping you elevate your financial potential

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7900 Glades Road

Suite 310

Boca Raton, FL 33434

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THE Boca Raton, fl TEAM

  • Adam Karron

    Director, Financial Planning

    Boca Raton, Miami-Plantation

    Adam Karron

  • Brett Perlman

    Director, Financial Planning

    Boca Raton, Lynnwood

    Brett Perlman

  • Carlos Rodriguez

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation

    Carlos Rodriguez

  • Christine Wessinger

    Executive Director, Financial Planning

    Boca Raton

    Christine Wessinger

  • Dave Balestriere

    Director, Financial Planning

    Boca Raton

    Dave Balestriere

  • Glynis Banhan

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation

    Glynis Banhan

  • Mark Rowley

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation, Tampa-Westshore

    Mark Rowley

 

 

 

 

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Working with us in Boca Raton, FL

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Boca Raton is here for you, serving Miami and points north, including Pompano Beach and Fort Lauderdale. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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