A Casual Meet & Greet With Steve

Summer has definitely arrived, so I’ve decided it would be fun to have an event a bit more suited to the lazy days of summer. We’re calling it “Pastries On The Beach In Pompano”, where we’ll meet and greet at the lovely Marriott Pompano Beach Resort and Spa.

This will give you a chance to meet me in a relaxed atmosphere where you can ask me any questions about your financial life and even get a second opinion.

We are limiting attendance to 20 people, so everyone has an opportunity to ask questions and speak their mind. And if that doesn’t work for you, I’m also opening my doors for you to come in to our office and experience the same thing. Simply choose the option when you sign-up below. I’d love to see you at either location!


Join Steve Pomeranz, veteran Wealth Adviser, Investment Strategist, and WLRN Radio Show Host at his latest meet and greet to ask the questions that matter to you. Steve has over 38 years of hands-on investment experience to help you navigate today’s market uncertainties.

Join us Tuesday, July 16th at 9am at The Marriott Pompano Beach Resort & Spa. To ensure an intimate, conversational setting, seating will be limited to 20 guests, and advanced registration required. Please allow ample time for traffic and parking. Steve has negotiated complimentary valet parking for your convenience. Once registered, an email confirmation will be sent to you.

For further information about the venue, please visit their website here:

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Investment Advisory services offered through United Capital Financial Advisers, LLC, a registered investment adviser. Investing involves risk and investors should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice.  There are no investment strategies that guarantee a profit or protect against a loss.
I've been an investment strategist and adviser for over 35 years, leading with a mission of unbiased advice to educate and protect listeners on my weekly radio show on NPR affiliates nationwide. I have been named a “Top 100 Wealth Advisor” by Worth Magazine and “Top Advisor” by Reuters.