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Stephen L

Series 63, Series 65

Naples, FL

Black Coral Financial Advisors, LLC

Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs Wealth Services for eight years. He has been with Black Coral since 2012. Black Coral Financial Advisors provides comprehensive financial counseling and investment advisory services primarily to high-net-worth individuals and related entities, as well as corporate and employer-sponsored programs. The firm constructs individualized asset allocations using portfolio management teams and model portfolios, and coordinates with outside accounting and technical specialists while delivering customized employer seminars and workshops.

General retirement planning Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Approaching retirement Established Professionals
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Raymond V

Series 65

Mount Olive, NJ

Black Coral Financial Advisors, LLC

Raymond Vanhoorebeke is a financial advisor at Black Coral Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Black Coral since 2010. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines portfolio management teams, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations, and offers comprehensive financial counseling including tax preparation and connections to accounting specialists.

General retirement planning Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Approaching retirement Established Professionals
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Dennis G

Series 63, Series 66

Mount Olive, NJ

Black Coral Financial Advisors, LLC

Dennis Galvin is a financial advisor with Black Coral Financial Advisors, LLC in Oceanport, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including 12 years with Black Coral. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines team-based portfolio management, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations.

General retirement planning Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Approaching retirement Established Professionals
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Joshua W

Series 66

Naples, FL

Black Coral Financial Advisors, LLC

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.

General retirement planning Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Approaching retirement Established Professionals
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