Kelly Berenbaum (AAMS, CEPA, CFP®)

Kelly Berenbaum focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management

NAPFA Start Date

October 04, 2021

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This Office

941 W. Morse Blvd. Suite 100 Winter Park, FL 32789 Phone: (407) 434-1616