Steven L. Pomeranz, CFP is a 27 year investment management veteran and host of “On The Money!” which airs on NPR station, WXEL in South Florida. He concentrates on serving high net-worth individuals and has been named one of the Top 100 Wealth Advisors 2007, by Worth magazine (October 2007 Issue), honoring America’s premier financial and wealth strategists.
As an employee at major investment firms for 16 years, he became dissatisfied with strong-armed industry tactics aimed at persuading investors to buy or sell investment products. In 1996, he founded Pomeranz Financial Management, Inc. as a “fee-only” advisory practice to protect investors while providing them impartial, unbiased advice.
Now Pomeranz handles about 100 clients, and many of them have been with him for more than 10 years. He describes himself as an architect laying out a blueprint by helping his clients pick reliable managers for their investments. He also deals with estate planning, education funding, insurance, retirement and budgeting. He emphasizes his honesty and his unyielding committment to the financial well-being of his clients.
Our Websites:
http://www.slpomeranz.com/new/pandw/
http://www.onthemoneyradio.org/
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at 3:50 pm
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