Koren Marinberg, CFP®, CPFA®

Koren Marinberg is an experienced Financial Advisor known for his hands-on approach, emphasizing honesty and transparency to foster enduring client relationships. With a bachelor’s degree in finance from the University of Central Florida (UCF), Koren specializes in retirement planning and investment strategies, refined through years of dedication to his practice. As a former President of UCF’s Young Investors Club, he led initiatives that educated over 300 students in personal finance, underscoring his commitment to education and empowerment. His ultimate goal is to empower clients with greater financial control and freedom through personalized financial planning.

For the past five years, Koren has served as an advisor in South Florida, gaining valuable insights and building strong connections within the financial services industry. He has recently obtained the CFP® certification (CERTIFIED FINANCIAL PLANNER®) and is excited to bring his extensive knowledge and dedication to clients of Evershore Financial Group in Boca Raton, where he aims to expand his practice and continue delivering exceptional financial guidance. Koren specializes in the Florida Retirement System, catering primarily to the Fraternal Order of Police and local Fire Departments. His deep understanding of their unique retirement needs allows him to provide tailored strategies which help his clients secure their financial futures with confidence.

Beyond his work with public servants, Koren obtained the CPFA® (Certified Plan Fiduciary Advisor®) to continue his passion for assisting business owners and young professionals in navigating the complexities of financial planning. He takes pride in developing personalized solutions which align with his clients’ long-term goals.

Outside of work, Koren resides in Boca Raton, where he enjoys playing golf, traveling, and spending time outdoors.

Boca Raton Office | 7284 W Palmetto Park Rd Ste 106, Boca Raton, FL 33433 | 561.910.2566