Broker Check
Chana Aliza Borgman, CFP®, MS, BA

Chana Aliza Borgman, CFP®, MS, BA

Principal

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 helping to achieve financial success.

She has worked with many clients in the U.S. and abroad.

Chana Aliza holds membership in the CFP Board of Standards.  Prior to qualifying as a CERTIFIED FINANCIAL PLANNER™ practitioner, she worked as a journalist for The Washington Post and taught at the Columbia University Graduate School of Journalism.  She is the recipient of a Pulitzer fellowship.

Chana Aliza lives in Miami Beach.  Outside of work, she writes fiction, climbs mountains (to see the view) and loves to cook healthy and yummy plant-based meals.