Susan S Weinblatt

Financial Advisor

Boca Raton, Florida

Professional Profile

Call Me When

Call Me When... Your clients want to build or retain wealth following the sale of their business. I can help them strategically invest to provide income and generational wealth.

Contact Method

Email: sweinblatt@evershore.com OR phone: 561-910-2508

Profession

  • Wealth Planner
  • Professional Certifications

    Certified Financial Planner

    Functional Expertise

  • Investments
  • Retirement
  • Risk management
  • Business Focus

    Retirement Planning, Wealth Protection

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    South Florida

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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