Benjamin Greenman is a Certified Financial Planner® (CFP®) who began his relationship with CORE Wealth Advisors during his senior year of college, which evolved into a full-time role after graduation. At the firm, he focuses on comprehensive financial planning, developing customized strategies to help clients prepare for retirement, preserve wealth, and achieve long-term financial goals. 

Benjamin earned a bachelor’s degree in Business Administration and Finance from Florida Southern College. He is actively engaged in the community, serving with United Way’s Young Leaders Society, Emerge Lakeland, and Florida Southern College’s Young Alumni Committee. He also volunteers with Volunteers in Service to the Elderly (VISTE).