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Saralynn Deer Golob

Advisor at Chelsea Advisory Services, Inc. — Lake Worth, FL

Updated today

Credentials

Series 65, Series 63

Experience

10 years

Location

Lake Worth, FL 33467

Chelsea Advisory Services, Inc. logo

Chelsea Advisory Services, Inc.

Multi-team

Total advisors

31

Across 19 offices

Clients per advisor

18 Very Low

Avg AUM per client

$266,940 Very Low

HNW client ratio

8% Low

About

Saralynn Golob is a financial advisor with Chelsea Advisory Services, Inc. in Lake Worth, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked at Park Avenue Securities and Guardian Life and has operated The Tax Coach, LLC, a tax preparation service for individuals and corporate entities, since 2004. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach and generally manages diversified portfolios on a discretionary basis.

Client services

Based on Chelsea Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Chelsea Advisory Services, Inc.

Wealth management

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Fee options

Fixed

Agreed upon fixed rate for standalone financial planning and consulting services, negotiated case-by-case

Percentage

Negotiable up to a maximum of 2% annually

Project-based

Up to $600 per hour for standalone financial planning and consulting services

Other

Account minimum: $25,000

Location

See office

Lake Worth, FL

8401 Lake Worth Road, Suite 203

Lake Worth FL 33467

Advisors at this office

1

Most active in

Florida

Work history

10 years of industry experience

Chelsea Financial Services

2020 - Present • 6 years

Staten Island, NY

Park Avenue securities

2016 - 2020 • 4 years

West Palm Beach, FL

Guardian life Insurance

2016 - 2020 • 4 years

West Palm Beach, FL

Guardian Life

2015 - 2016 • 1 year

Boca Raton, FL

Guardian Life Insurance Co

2015 - 2016 • 1 year

Boca Raton, FL

The Tax Coach, LLC

2004 - Present • 22 years

Lake Worth, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stacey S

Series 66

Atlantis, FL

Aurelia Capital Advisors, Inc.

Stacey Stark is a financial advisor at Aurelia Capital Advisors, Inc. with 23 years of industry experience. She holds a Series 66 designation and has worked primarily at R.M. Stark & Co., Inc. and Stark Financial Advisers prior to joining Aurelia Capital Advisors. Aurelia Capital Advisors, Inc. provides discretionary portfolio management to a range of clients including individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with quantitative models to create customized investment strategies and typically manages accounts on a discretionary basis.

General retirement planning Income planning Passive / index investing
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H. M

Series 65

Wellington, FL

Family Retirement Services

Terry Martine II is an Investment Adviser Representative affiliated with Signal Advisors Wealth, LLC, an SEC-registered investment adviser. Through Family Retirement Services, a DBA of Martine Financial, he helps Florida Retirement System (FRS) members—including educators, firefighters, police officers, school administrators, and other public employees—understand Pension Plan, Investment Plan, and DROP decisions. His work includes retirement income planning, wealth management, Social Security, Medicare and IRMAA planning, 403(b), 457, and 401(k) rollovers, insurance, and legacy planning. Based in Lake Worth, Florida, Terry serves clients in South Florida and nationwide where properly registered or licensed. Family Retirement Services is not affiliated with FRS or any government agency.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Educators, Teachers, and Academics Government Employee Public Service Employee Approaching retirement Retired
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Ryan J

Series 65

Boynton Beach, FL

Jacobs Investment Management, LLC

Ryan Jacobs is the sole advisor at Jacobs Investment Management, LLC, holding a Series 65 credential with two years of industry experience. He has been managing Jacobs Investment Management since 2022 and has prior work experience at The Gardens of Boca Raton and Millard West High School. Jacobs is also the managing partner of Jacobs Fund I, LP, a private investment limited partnership focused on opportunistic and value-oriented investments. Jacobs Investment Management provides discretionary portfolio management exclusively through private pooled investment vehicles. The firm focuses on equities and fixed-income securities, using fundamental analysis and a long-term trading approach to implement its strategies.

Active portfolio management Founder/Business Owner
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Steven S

Series 65

Boynton Beach, FL

Leslie Gale Advisors, LLC

Steven Schneider is a financial advisor with Leslie Gale Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He has been with Leslie Gale Advisors since 2013. Outside of his advisory role, he serves as a board member for Hands In 4 Youth of NY/NJ, a youth development nonprofit, and is an executive officer and senior advisor at PivotalPath Inc., a technology research firm. Leslie Gale Advisors provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, using a quantitative investment process with proprietary models to tailor portfolios according to client risk profiles. The firm manages both actively and passively managed programs across equities, fixed income, and alternative allocations.

Active portfolio management Passive / index investing Private / alternative investments
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Karamat Q

Series 65

Delray Beach, FL

Atlas Capital Advisory LLC

Karamat Qadri is a financial advisor at Atlas Capital Advisory LLC with three years of industry experience. He holds a Series 65 designation and has worked at Atlas Capital Advisory since 2022. Prior to his current role, he held positions at ADT Security Services, MD Now, Touchsuite, and Medical Capital Resources, and was affiliated with Florida Atlantic University from 2012 to 2018. Atlas Capital Advisory LLC provides tailored investment management and financial planning services to individuals, including high-net-worth clients, as well as accounts managed through third-party managers. The firm emphasizes strategic asset allocation using primarily passive investment vehicles while allowing tactical adjustments and employs third-party manager selection and oversight, serving both retail and institutional clients.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Kamran F

CFA®, Series 63, Series 65

West Palm Beach, FL

KFI Advisors

Kamran Fotouhi is a CFA® charterholder and financial advisor at KFI Advisors with five years of industry experience. He has also served as a Managing Director at JS Held since 2014, where he focuses on data analysis, expert testimony, litigation support, and regulatory compliance consulting in the financial services sector. KFI Advisors provides portfolio management and related advisory services to individual clients, offering individualized management and occasionally entering into performance-based fee arrangements.

Retirement income strategy
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