Broker Check

About Us

Chana Aliza Borgman, CFP®, MS, BA

Principal

(305) 677-2743

aborgman@financialguide.com

Chana Aliza Borgman, CFP®, has 18 years of experience in wealth management, private banking and comprehensive financial planning. She uses a holistic, intuitive approach to guide clients in clarifying their financial goals and...

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Dave Leali, ChFC®, CLU®

Director of Financial Planning

Dave has more than 16 years experience offering comprehensive financial planning to a wide range of clients. He currently holds FINRA Series 7, 24, 28, 53, 63 and 66 licenses as well as a Florida Life, Health and Annuity Agent License...

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Michele Friedlander, RHU®, REBC®

Disability Income & Long Term Care Specialist

Michele brings more than 30 years of experience in the disability income insurance arena to the Wisdom Wealth Management team. She specializes in offering plans to help maximize income protection for individuals, businesses and employee...

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Pat Olearcek, JD*, CLU®, ChFC®

Advanced Sales Specialist

Pat serves as a resource to Wisdom Wealth Management on the structuring of sophisticated insurance strategies for high net worth and ultra high net worth clients. His specialities include the use of trusts and corporate structures in...

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