Joel Goren

Joel Goren, CFP®
Senior Premier Advisor

501 E Las Olas Blvd

Ste 100,

Fort Lauderdale, FL 33301-2351

Joel.Goren@truist.com

Phone 954-765-7132

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About me

Background

I am a Senior Premier Advisor and Certified Financial Planner™ (CFP®) professional . I have been in the financial services industry since 2000. I help clients take a comprehensive, holistic, and strategic approach to financial planning by helping to deliver customized solutions and providing proactive relationship and risk management. My daily goal is to put my clients first—building trust through high touch service, in depth conversations, and the effective use of technology. I am passionate about guiding and supporting my clients and their families through their unique financial journeys by addressing both their short  and long term goals.  

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Journalism and Telecommunication, minor in Economics
University of Florida
Master of Business Administration
H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University

Personal interests

I consider my wife, two children, and rescue dog to be the greatest blessings in my life. I also have a hidden talent for voice impersonations that often bring smiles to people's faces.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

Locations

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