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803 Shotgun Road, Sunrise, FL 33326

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of an estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We focus onn creating an approach that is designed to address your individual situation.

 
Avishai Nir, a co-founder of WealthCore Financial, has been in the financial industry for over 15 years. He has broad experience in personal insurance, group benefits, and a myriad of investment products and platforms.

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Mikel Rosenberry is a Managing Member of the WealthCore Financial team. He is a seasoned financial professional with experience in Retail Brokerage, Wholesaling and Private Equity and is licensed with a FINRA Series 7, 66 and Health,...

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John has a wide range of experience and in-depth knowledge that crosses the entire spectrum of the financial services business. He has been privileged to see the DOW go over 1,000 for the very first time.

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Ron Santini CPA, PFS 2 South University Dr. Suite 265 Plantation, FL 33324 954-473-5656 rsantini@parklandrep.com Ron Santini is a Certified Public Accountant (CPA) and has attained the designation of Personal Financial Specialist (PFS)...

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Mitchell has been serving the insurance needs of South Floridians for over 20 years. Mitch constantly ranks as one of the premier insurance representatives with several nationally known companies.

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