Broker Check

Myles German, CFP®, CDFA®, RICP®

Retirement Planning Specialist


561-961-9311

Myles.German@equitable.com

Equitable Advisors, LLC

2255 Glades Rd. Ste 412 E

Boca RatonFL 33431

Myles has engineered wealth plans for hundreds of individuals and business owners, helping them maintain their standard of living and achieving their financial goals.  He has conducted numerous workshops on a broad array of topics, such as, retirement and investment planning, estate planning strategies, business continuation planning, college planning, and long term care planning.


Myles understands that each client is unique with specific financial and other personal needs.  Myles believes in a team approach, collaborating with clients, their CPA, attorney and other advisors as necessary, so that he can offer the most appropriate support, advice and strategies to help them achieve their goals and to help clients see their plan through to completion.


For a complete list of my services, please click the "What We Do" Tab above and then "Our Services"


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Credentials:

  • CERTIFIED FINANCIAL PLANNER® professional: signifies knowledge, ethics, and the experience to help you manage your wealth.
  • Retirement Income Certified Professional® (RICP®) designation: training on building integrated and comprehensive retirement income plans, enabling you to make better, more informed decision-making regarding retirement financial planning.
  • Retirement Planning Specialist: awarded by Equitable Advisors based on his receipt of a Certificate in Retirement Planning from the Wharton School of Business.
  • Certified Divorce Financial Analyst (CDFA®): specific training and education to help clients understand the financial ramifications of divorce.
  • Million Dollar Round Table (MDRT) qualifying member: an achievement less than 1% of the industry qualifies for.
  • Sterling Group: a select group of financial professionals affiliated with Equitable Advisors who are distinguished as exceeding the highest standard of experience, expertise and service in the industry, an honor bestowed onto less than 8% of the nearly 7,000 career Equitable Advisors financial professionals.
  • Sterling Group: a select group of financial professionals affiliated with Equitable Advisors who are distinguished as exceeding the highest standard of experience, expertise and service in the industry, an honor bestowed onto less than 8% of the nearly 7,000 career Equitable Advisors financial professionals.

Professional Memberships (Past or Present):

  • National Association of Divorce Professionals
  • South Palm Beach County Family Law Group
  • Collaborative Family Law Professionals of South Florida
  • Collaborative Divorce Team, Inc.
  • Institute of Divorce Financial Analysts
  • International Academy of Collaborative Professionals
  • Second Saturday Divorce Workshops
  • Broward County Bar Association (associate member)
  • Greater Boca Raton Estate Planning Council
  • Greater Boca Raton Chamber of Commerce (Trustee member)
  • Broward Bar Association (Associate Member)
  • Palm Beach County Solo/ Small Networking Group
  • Broward County Solo/ Small Networking Group

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial Planning<sup>1</sup>

Financial Planning1

Asset Management

Asset Management

Estate Planning

Estate Planning

Retirement Planning

Retirement Planning

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.