Koby Gartner recently joined Wealth Management Resource Group as a dedicated Wealth Manager. With a diverse background and a passion for finance, Koby brings a range of skills and qualifications to his role. He holds both the series 7 and 66 FINRA registrations and serves as an investment advisor representative at Osaic Wealth, Inc.
Koby's career journey has shaped his unique approach as a Wealth Manager. After graduating, he began his professional life as a Studio Host for the Ocean Exploration Trust and reporter for the Warwick Beacon, where he developed strong communication and research skills. He then transitioned to a role as a leasing agent for a property management company, gaining valuable experience in understanding people’s financial needs and creative problem-solving within limited means.
It was during his time as a producer on various films that Koby discovered his genuine interest in working with finances and developing comprehensive plans. This experience honed his ability to adapt and find practical solutions to challenges, skills that he now applies in his role as a Wealth Manager.
With over 5 years of personal investment experience and a deep passion for understanding the intricacies of the markets, Koby has found his niche in wealth management. He takes great satisfaction in working closely with clients, helping them prepare for their futures. With dedication and a holistic approach, Koby aims to empower his clients to make well-informed decisions and achieve their long-term financial goals.