Steven Pomeranz

Steven Pomeranz, CFP®


Steve, a CERTIFIED FINANCIAL PLANNER, has been serving clients in an investment advisory capacity since 1981. Prior to forming his own company, Steve worked for large Wall Street firms Morgan Stanley, Chase Manhattan and Merrill Lynch. He is a veteran in the investment field. After becoming dissatisfied with the quality of the client experience at these firms, Steve decided to bring his own brand of Personal Wealth Management directly to clients by opening Pomeranz Financial Management Inc. in 1996.

Steve firmly believes that our service is built on three pillars: Competence, Caring and Conservatism. The element of Competence is crucial because, at a minimum, an adviser should know his business very well and be able to direct clients correctly. The element of Caring is crucial, because clients’ interests always come first for Steve and the element of Conservatism, because he understands that “slow and steady wins the race”. Steve’s commitment to help investors make the right decisions goes beyond only helping clients.

Known as “The Investor’s Advocate” who provides truthful answers so investors can make informed money decisions, Pomeranz is a fee-only investment strategist and adviser who leads the firm with a mission of “unbiased advice” to serve as independent advisers in the truest sense of the word. Always measuring the benefits of any action without regard to remuneration, Steve accepts no commissions nor does he represent any mutual fund company, money manager, brokerage firm, bank or insurance company. He does not create products to sell clients and have no financial interest in any investment they recommend.

He educates the public through his weekly radio show “The Steve Pomeranz Show” which airs on Public Radio and National Public Radio (NPR) stations across the country*. Steve's show features market commentaries and insights as well as interviews with many experienced and well known guests from all corners of the Investment world.

Worth Magazine in 2007 selected Pomeranz Financial Management as a “Top 100 Wealth Adviser**” in America and Reuters also featured his firm as “Top Adviser**” in 2008. Steve’s passion to help goes beyond assisting clients; he is active in local community as well. He serves as President of the world-class Boca Raton Symphonia, Board Member of Women In Distress, Chairman Emeritus of the Financial Planning Association and member of the Rotary Club of Boca Raton. He is a past officer and former Board President of the Habilitation Center for Boca Raton.

*The Steve Pomeranz Show and United Capital are separate and unrelated companies.
**The award is not indicative of investment performance.