Chana Aliza  Borgman,  CFP<sup>&reg;</sup> - Financial Advisor

Chana Aliza Borgman, CFP®

Wisdom Wealth Management

1815 Purdy Avenue
Miami Beach, FL 33139
(305) 677-2743

General

Chana Aliza Borgman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wisdom Wealth Management in Miami Beach, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL, CA, NY, NJ
  • Fixed annuities: FL, CA, NY, NJ
  • Variable annuities: FL, CA, NY, NJ

Broker-Dealer Affiliation

MML Investors Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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