Joel Goren

Joel N. Goren, CFP®
Wealth Advisor Truist Bank

515 E Las Olas Blvd

Fort Lauderdale, FL 33301-2351

About me

Background

I joined Truist Bank in September 2017, with over 20 years of industry experience in consumer, business, and commercial finance; private banking; and wealth management. I am truly passionate about helping successful individuals and their families achieve financial wellbeing. 

I recently became involved with H.O.P.E. (Hispanics Organizing Purpose and Engagement), a Truist business resource group helping to foster an atmosphere of inclusion and diversity through programs, events, and volunteerism.

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

B.S. in Journalism and Telecommunication Minor in Economics
University of Florida 1992 1996
MBA
H. Wayne Huizenga School of Business and Entrepreneurship 2001 2003

Personal Interests

As a graduate of the University of Florida with a B.A. in journalism and a minor in economics, you can count me as a member of the “Gator Nation.” I later obtained an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University. I have been an active member with the Jewish Federation of Broward County for several years and have a hidden talent for voice impersonations that will undoubtedly bring a smile to your face. Most importantly, I consider my wife, family, and rescue dog as the greatest blessings in my life.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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