Susan S. Weinblatt,  CFP<sup>&reg;</sup> - Financial Advisor

Susan S. Weinblatt, CFP®

MBA

Evershore Financial Group

7284 W Palmetto Park Road, Suite 106
Boca Raton, FL 33433
(561) 910-2508

General

Susan Weinblatt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Evershore Financial Group in Boca Raton, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: NJ,NY
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

Securian Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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