EG
CFP
EG
CFP
Elad Goren is a CFP-designated registered investment advisor, based in Newbury Park, CA, with 26 years of industry experience.
Location
3323 Old Conejo Road, Newbury Park, CA, 91320
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2014Settled
Other Business ActivitiesSells Insurance
Elad is a member of 318 LLC, is an IAR for Kestra Advisory Services, and is the CFO/Owner of Financial Pointe. He also teaches retirement planning classes and is an investor in ESSFC LLC, a dry cleaner and laundromat; Financial Pointe is an insurance business, and Elad dedicates full-time hours to it.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Kestra Advisory Services, LLC
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - October 2023 · 1 mo
Osaic Wealth, INC.Broker
September 2023 - October 2023 · 1 mo
Sagepoint Financial, INC.
February 2011 - September 2023 · 12 yrs 7 mos
Sagepoint Financial, INC.Broker
February 2011 - September 2023 · 12 yrs 7 mos
Next Financial Group, INC.
March 2005 - February 2011 · 5 yrs 11 mos
Next Financial Group, INC.Broker
December 2004 - February 2011 · 6 yrs 2 mos
Edward JonesBroker
April 1999 - December 2004 · 5 yrs 8 mos
State Registrations30 states
AZCACOCTFLGAHIIDILINMAMDMNMTNCNHNJNMNVNYORPASCTNTXUTVAWAWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.