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Your Financial Planning Partners

At Feller Financial Services

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Joshua J. Feller, ChFC® Photo Joshua J. Feller, ChFC® Hover Photo
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Joshua J. Feller, ChFC®

Founder | Financial Advisor

Joshua J. Feller, ChFC®

Founder | Financial Advisor

561-314-1807

JoshFeller@fellerfs.com

 

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Joshua was born in Voorhees, New Jersey and grew up an active member of his community. His interest in the financial markets led him to the University of Connecticut where he graduated with a degree in economics and a minor in business administration. After college, Joshua knew he was destined to start a financial planning practice.

In 2006 Joshua started Feller Financial Services in Boca Raton, Florida, with the goal of helping investors understand the impact of their financial decisions. The business is built around prioritizing “old school” customer service mentality while using cutting edge financial technology to provide clear and concise advice whether assisting households or businesses in their decision making.

Joshua has received his Chartered Financial Consultant® (ChFC®) designation, the highest standard of knowledge and trust in financial planning. As well, Joshua serves on Cetera Advisor Network’s Advisory Board and is a qualifying member of both the Circle of Excellence and Million Dollar Round Table’s, Top of the Table.

Joshua and his wife Esmeralda are proud parents of daughter, Isabella. On his free time, you can find Joshua playing golf, spending time with his family and advocating for financial education in the community and local colleges.

*Advisors qualify based on production credit

*Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.

The Circle of Excellence recognition for 2023 is an elite distinction that recognizes all the hard work we have done to provide our clients with trustworthy guidance, run a practice with integrity, and pursue excellence in our field.

Richard Koblick, CRPC®, AWMA® Photo Richard Koblick, CRPC®, AWMA® Hover Photo
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Richard Koblick, CRPC®, AWMA®

Co-Founder | Financial Advisor

Richard S. Koblick, CRPC®, AWMA®

Co-Founder | Financial Advisor

561-314-1808

Richard.Koblick@fellerfs.com

 

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Richard Koblick is originally from Berkeley, CA. He graduated from Florida State University with a major in finance and a minor in psychology in 2006. After college, Richard started his career working for AG Edwards & Sons where he gained extensive knowledge in qualified retirement plans.

In 2006, Richard became a registered representative with Voya Financial Advisors in Boca Raton, FL. He focuses on working with educators and county employees as well as many people interested in understanding their qualified retirement plans and their finances. He has helped many educators with retirement planning, income planning and leaving a legacy to their heirs. Richard also focuses on Financial Planning where he believes each client should have a plan and should know if they are still on track to reach their goals or if any adjustments need to be made. In 2021 Richard joined Cetera Wealth Partners, a division of Cetera Advisor Networks as a result of the merger of Voya Financial Advisors to Cetera.

Being an Investment Advisor Representative allows him to work in a fiduciary capacity for his clients. He holds the CRPC® and AWMA® designations, granted by the College of Financial Planning. Through his designations as a Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor, Richard is able to guide his clients through their financial journey and help them implement and monitor a retirement plan that fits their lifestyle. He currently holds the Series 6, 63, 7 and 66 registrations. During his time with Voya, he was a member of the Voya President's Club from 2014 to 2020, defined as being among the top 10% of advisors with GDC. In 2022 and for 2023 Richard became a part of the Circle of Excellence with Cetera Advisor Networks which is the top 350 advisors for CAN.

Mr. Koblick lives in Parkland, FL and in his free time he enjoys keeping in shape and helping his community with many local charities, as well as spending quality time with his family. His dedication to fitness led him to complete two full Ironman Triathlons in 2012. Richard is on the Board of Directors of the Levis JCC in Boca Raton, FL.

The Circle of Excellence recognition for 2023 is an elite distinction that recognizes all the hard work we have done to provide our clients with trustworthy guidance, run a practice with integrity, and pursue excellence in our field.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment s

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Richard Koblick and Cetera Wealth Partners by any client.

Cristian Coppola Photo Cristian Coppola Hover Photo
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Cristian Coppola

Registered Representative

Cristian Coppola

Registered Representative


cristian.coppola@fellerfs.com

 

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Cristian was born and raised in Boynton Beach and has his Bachelor’s Degree in Finance from Florida Atlantic University.  He is very passionate about Finance and knew that he wanted to pursue a career in the industry ever since he was young. Cristian currently holds his Series 7 and 66 licenses. His strong work ethic and passion for helping others makes him a perfect fit here at Feller Financial. Cristian currently lives in Boynton Beach, FL with his girlfriend and a sweet dog named Sugar. In his free time Cristian enjoys watching football and basketball and enjoys bowling as a hobby.


Ryan Hasey, CRPC® Photo Ryan Hasey, CRPC® Hover Photo
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Ryan Hasey, CRPC®

Financial Advisor

Ryan Hasey, 

CRPC®

Financial Advisor

561-314-1801

Ryan.Hasey@ceterawealth.com

 


Ryan Hasey was born and raised in South Florida. He attended college at the University of Florida where he majored in finance at the Warrington School of Business. Ryan started his career with ING Financial Partners, which became Voya Financial Advisors, Inc., in 2008. He began his career working with employees of the state of Florida, helping them prepare for retirement and implementing retirement income strategies. He currently works with Cetera Advisor Networks.

Ryan works with his clients in all stages of their financial planning life. Whether they are setting up a retirement account, starting to fund their children’s education or establishing their estate plan, he believes that everyone’s situation requires a unique strategy to help them meet their financial goals.

Ryan has the Series 7 and Series 66 registrations. He has also become a Certified Financial Planner (CFP®) and has received the Chartered Retirement Planning Counselor (CRPC®). He believes that continuing his education allows him to give his clients the best strategies to help reach their financial goals in the ever-changing investment environment.

Ryan currently resides in Delray Beach, Florida and in his free time he enjoys playing golf, volunteering in the community and traveling.

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Glenn Pike

Financial Advisor


Glenn grew up in Medford, New Jersey and currently resides in Boca Raton, Florida. Growing up, Glenn was a three-sport athlete in high school and a two-sport athlete in college. He graduated from New York University with a bachelor’s degree in economics and he began his career in New York City trading in both the equity and fixed income markets. Glenn has over 20 years of experience in the financial sector.

His passion is to use both his experience and knowledge to help people with their financial goals. Glenn currently has Series 7 and Series 66 registrations, as well as his Life, Health and Variable Insurance license.

In his free time, Glenn enjoys spending time with his family, running, reading and playing golf.

Dustin Collier Photo Dustin Collier Hover Photo
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Dustin Collier

Financial Advisor

Dustin Collier

Financial Advisor

561-826-1034

dustin.collier@ceterawealth.com

 


Dustin Collier was born in Beverly, Massachusetts and moved to south Florida at a very young age. He attended grade school in Boca Raton and then traveled to Tallahassee where he earned his bachelor’s degree in economics from Florida State University. After college, Dustin knew based on various life experiences that his passion was to help others gain financial independence and to provide a clear understanding of their investments. That passion led to Dustin joining ING Financial Partners, which became Voya Financial Advisors, in 2011. He currently works with Cetera Advisor Networks.

Dustin works with clients in all phases of their financial life. Some of the areas he focuses on include, but are not limited to: comprehensive financial planning, financial organization, protection planning, retirement planning, legacy planning and college education savings. Dustin strongly believes that regardless of how much money someone has, everyone deserves assistance and professional advice when it comes to their financial situation.

During his time at Voya Financial Advisors  Dustin was a member of  the company's "Premier Partners" from 2017 to 2020. He exceeded a business growth milestone in assets under management that sets him apart as a high performing financial professional.

Dustin holds both Series 6 and Series 65 registrations.

He currently lives in Boynton Beach and in his free time he often can be found on the golf course, spending time with family or traveling.

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Cristal Balaban

Marketing Manager


Cristal is originally from Anaheim, CA and moved to Boca Raton while still in elementary school. She attended Florida International University, graduating with a B.A. in International Business and Minor in Spanish. Having over 10 years of marketing experience by way of independent agencies and in-house marketing departments has given her proven tools and strategies to apply to Feller Financial Services’ present and future needs. Skills, methods and channels constantly evolve and she enjoys learning and mastering the craft of modern marketing in all of its forms.

Cristal currently lives in West Boca with her husband, three children and one spoiled fur-baby. She has a passion for art, design and fast cars. She enjoys volunteering with humanitarian and arts organizations. Most of any free time is utterly swallowed up by her baby girl who loves to climb…everything.





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Kim Toscano

Office Manager


Kim Toscano is originally from Wethersfield, Connecticut. She attended Central Connecticut State University and relocated to South Florida to become an assistant to the portfolio manager of Comerica Bank in Boca Raton. Kim also has extensive knowledge of sales and marketing having owned and operated her own online designer clothing business. Kim joined Feller Financial Services in 2010 as an office manager where she oversees daily operations.

Kim resides in Pompano Beach, Florida and enjoys exercising, reading and donating her time to various charities, including Operation Christmas Child. She has even performed in a Miami Dolphins halftime show to support the Cystic Fibrosis Foundation.


Neal Feller Photo Neal Feller Hover Photo
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Neal Feller

Technology Officer

Neal Feller

Technology Officer

 


Neal Feller is a Software Developer with over 40 years of experience. He has participated in the development of large scale software systems for groups including the United States Army, Air Force, NATO, Merck Pharmaceuticals, Nalco Chemical and many more. His hobbies include playing golf and tennis. His favorite activities are playing with his granddaughter and taking her places such as the park, the library and the ice cream shop.


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Marie Duran

Intern

Marie Duran

Intern

Marie was originally born in The Dominican Republic and moved to Long Island, New York when she was six. She recently relocated to Boca Raton to pursue a degree in Finance at Florida Atlantic University. She has always had a passion for business and after exploring various areas in business she decided that finance was the area for her. Marie joined Feller Financial Services in November 2023 as an intern in hopes of further enhancing her knowledge in this industry and gain valuable hands on experience.

After moving to Boca, Marie has made it a habit to go to the beach at least once a week to watch the sunset as a way to relax and reset. In her spare time she enjoys working out, traveling, and hanging out with family and friends.

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Dylan Moon

Intern

Dylan Moon

Intern

Dylan was born in Nashville, Tennessee and moved to Ponte Vedra, Florida at a very young age. He now resides in Boca Raton, where he is pursuing a bachelor’s degree in Finance with a minor in Marketing from Florida Atlantic University. Dylan was introduced to the financial world at a young age giving him the drive and passion to pursue a career within finance. Specifically, Dylan has a passion for helping people succeed with their finances which is why he is currently interning at Feller Financial and looks forward to a future career as a financial advisor. He enjoys traveling, looking at exotic cars, spending time with friends and family, and investing.

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Frank Acosta

Compliance Officer

Our OSJ, or Compliance Officer, is supported by Cetera Advisor Network home office.

Ian S. Horowitz, Esq. Photo Ian S. Horowitz, Esq. Hover Photo
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Ian S. Horowitz, Esq.

Estate Planning Attorney

Ian S. Horowitz, Esq.*

Senior Financial Partner

Horowitz Legal PLLC


1900 Glades Road, Suite 355

Boca Raton, FL 33431

Phone: 561-405-9465

Direct Fax: 561-314-0007

ian@horowitz-legal.com


Mr. Horowitz focuses his practice on estate, gift, federal income and generation-skipping transfer taxation and related business transactional matters, in addition to asset protection and international tax matters. He provides counsel to businesses and individuals on entity formation, tax-efficient structures and overall business strategies. Mr. Horowitz has extensive experience in preparing estate planning documents and implementing estate plans ranging from simple wills to complicated domestic and foreign trusts, for asset protection purposes, as well as drafting business transactional documents including purchase and sale agreements, limited liability operating agreements and other corporate agreements.


Mr. Horowitz has experience in international tax advising foreign clients on inbound business and real estate transactions, as well as counseling domestic businesses on outbound foreign business activities. He also works with non-resident aliens on pre-immigration planning. Mr. Horowitz is admitted to practice law in the state of Florida and holds a degree in economics from the University of Florida as well as a Juris Doctorate. He received his Masters in Taxation (LL.M.) from Georgetown University Law Center, with a certificate in Estate Planning.


*Ian Horowitz & Horowitz Legal PLLC is not affiliated or registered with Cetera Advisor Networks. Does not offer services on behalf of Cetera Advisor Networks.


Learn More About Horowitz Legal

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Amanda Simms-Castorino

Property & Casualty Agent

Amanda Simms-Castorino*

Senior Financial Partner

Stonebridge Insurance Agency


8401 Lake Worth Road, Suite 125

Lake Worth, FL 33467

Phone: 561-433-1234

Direct Fax: 561-433-3456


Amanda Simms-Castorino, Owner/Agent at Stonebridge Insurance, is a native South Floridian and UCF Alumni. An independent agent with over 13 years of experience, Amanda is able to provide a wide range of policy options, allowing her clients to understand which product will fit their specific needs. Mrs. Castorino is a licensed 220 Property and Casualty Agent.

Stonebridge Insurance Agency specializes in HomeOwners, Automobile and Business Insurance in the ever-changing South Florida Insurance Market. They focus on creating a positive and informative insurance buying experience.


*Amanda Simms-Castorino and Stonebridge Insurance are not affiliated or registered with Cetera Advisor Networks. Does not offer services on behalf of Cetera Advisor Networks. .


Learn More About Stonebridge Insurance Agency

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Christa Herman Photo Christa Herman Hover Photo
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Christa Herman

Estate Planning Attorney

Christa Herman*

Senior Financial Partner


Phone: 561.750-1040

Fax: 561.750.0708

Email: info@walserlaw.com


Christa W. Herman, Esq. is an attorney at the Walser Law Firm* where they focus on wills, trusts, probate, elder law and special needs planning. The Walser Law Firm has offices located in Boca Raton and Palm Beach Gardens, Florida. The Walser Law Firm provides affordable and timely estate planning and probate services for the settling of an estate with property located anywhere in Florida.

Mrs. Herman attended Nova Southeastern University, Shepard Broad Law Center and was admitted to practice law in Florida in July 2012.

Mrs. Herman is passionate about providing legal services in a timely, caring and professional manner in order to meet the needs of today’s families. If you have any questions regarding the Walser Law Firm or about the services they provide, please do not hesitate to contact their office to set up your free 30-minute consultation.

*Christa Herman and Walser Law Firm is not affiliated or registered with Cetera Advisor Networks. Does not offer services on behalf of Cetera Advisor Networks.


Learn More About Walser Law

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Natalia Nemeth, CPA, EA, CFE, MBA Photo Natalia Nemeth, CPA, EA, CFE, MBA Hover Photo
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Natalia Nemeth, CPA, EA, CFE, MBA

Certified Public Accountant

Natalia Nemeth, CPA, EA, CFE, MBA

Certified Public Accountant



Natalia is a Certified Public Accountant who focuses upon tax planning and compliance for individuals, partnerships, corporations, and other businesses.

After receiving her Bachelor of Business Administration Ms. Nemeth acquired her Charter Accountant designation, and started to work for Deloitte & Touche in Budapest, Hungary. During the four years with Deloitte she gained extensive experience in accounting, auditing, and taxation. In 2000 she moved to California, where she received her Master of Business Administration degree, and shortly after that her CPA license.

Natalia worked in taxation for 16 years in California, and in the last seven years in Florida. Beside her broad knowledge in taxation, Natalia is also a Certified Fraud Examiner, and an Enrolled Agent with the IRS.

She is a member of the AICPA, and also ACFE.

In her spare time, she likes working out, running, and spending time with her loved ones.

Natalia Nemeth is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Natalia  is no way related to Cetera Advisor Networks LLC or its registered representatives.


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