Saturday, July 13, 2024

Steve Pomeranz, CFP: “The Investor’s Advocate”

Steve's Market Commentary

Steve, a CERTIFIED FINANCIAL PLANNER™ professional, has been serving clients since 1981. Prior to forming his own company, Steve worked for large Wall Street firms Morgan Stanley, Chase Manhattan and Merrill Lynch. He is certainly a veteran in the investment field. After becoming dissatisfied with the quality of the client experience at these firms, Steve decided to bring his own brand of Personal Wealth Management directly to clients by opening Pomeranz Financial Management Inc. in 1996.

Known as “The Investor’s Advocate” who provides truthful answers so investors can make informed money decisions, Pomeranz is a fee-only investment strategist and adviser who leads the firm with a mission of “unbiased advice” to serve as independent advisers in the truest sense of the word. Always measuring the benefits of any action without regard to remuneration, Pomeranz’s team accept no commissions nor do they represent any mutual fund company, money manager, brokerage firm, bank or insurance company. They do not create products to sell clients and have no financial interest in any investment they recommend.

He educates the public through his weekly radio show “The Steve Pomeranz Show” which airs on multiple NPR affiliate’s for South Florida since 2001 and has recently expanded to broadcast on over 30 radio stations in and outside of Florida. Steve’s show features market commentaries and insights as well as interviews with many experienced and well known guests from all corners of the Investment world. The Steve Pomeranz Show helps to protect people like you from self-serving forces within the financial services industry. Listeners may expect an intelligent and easy to understand explanation of current economic events as well as Financial Planning Information.  In addition, Steve continuously interviews national level guests.  It is through this medium that clients get to know Pomeranz’s financial philosophies.

Worth Magazine in 2007 selected Pomeranz Financial Management as a “Top 100 Wealth Adviser*” in America and Reuters also featured his firm as “Top Adviser*” in 2008. Steve’s passion to help goes beyond assisting clients; he is active in local community as well. He serves as President of the world-class Symphonia of Boca Raton, Board Member of Women In Distress, and Chairman Emeritus of the Financial Planning Association.

*Ranking not indicative of investment performance.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital), a registered investment adviser. United Capital and Steve Pomeranz Radio Show are separate and unrelated companies. The content of the show should not be relied upon to evaluate any potential transaction. United Capital is not giving investment advice by means of this recording, and this recording does not establish a client relationship with United Capital. Advisory services only provided to investors who become clients of United Capital pursuant to a written agreement.