Are You Financially Independent?
Request a no-obligation meeting today with Peter Blatt to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Blatt Financial Group's mission is to help clients who are at or near retirement make informed financial decisions. Our primary focus is in retirement income strategies, wealth accumulation, asset protection, tax minimization strategies, long-term care, IRA and 401(k) rollovers**, trusts*, probate*, charitable giving*, estate planning*, tax planning* and IRA legacy planning*.
Blatt Financial Group is a Financial Planning firm affiliated with Blatt Legal, PLC, an Estate Planning Law firm. Blatt Financial Group provides wealth management services as well as comprehensive retirement and estate planning to individuals and families throughout Palm Beach County and surrounding areas. Founded in 2002 by Peter Blatt, Blatt Financial Group is conveniently located in Palm Beach Gardens, Florida.
Mr. Peter Blatt is the president at Blatt Financial Group. He has more than 20 years’ experience in the financial industry. He received a bachelor’s degree in accounting from Boston University, a law degree and a post doctorate degree in tax from the University of Miami School of Law.
Peter formerly ran the financial planning department of a Trust Company in Palm Beach. He is an active member of the Florida Bar Association, the Palm Beach County Bar Association and the former secretary of the Tax Section of the Florida Bar. He is the founder of the North County Advisor’s Council. He has been published or quoted in numerous periodicals including The Wall Street Journal, Yahoo Finance, SUCCESS Magazine and on Fox Business News.
Peter lives in Palm Beach Gardens with his wife Gina, their sons Ethan (18), David (15) and their golden retriever Jack. Peter enjoys cooking and learning new recipes. Follow me on Facebook, Twitter, Google+, Pinterest, YouTube
Mrs. Kavita Rajoo oversees account administration and maintenance. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Kavita acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of the advisory process and client experience.
Mrs. Rajoo has worked in the Finance industry since 2004 and takes great pride in providing exceptional service to clients.
Kavita attended Florida State University and graduated with a double major in Finance and Insurance. Kavita enjoys living the South Florida lifestyle with her husband Kerry and their 2 children Karina (5) and Kristian (4).
Ms. Lauren Linn is responsible for marketing, public relations and client relations. She passionately shares the firm’s investment philosophy, client-centric approach, corporate values and relentless drive to exceed expectations.
Ms. Linn’s responsibilities also include branding, client communications, as well as the ongoing development of the firm’s product and service-delivery platform. Lauren particularly enjoys planning client events for the firm.
A Jupiter resident since the age of 4, Ms. Linn began her career in Marketing at Jupiter Medical Center. During her 25-year career, she has also worked for various non-profits in Palm Beach County including the American Cancer Society and the Muscular Dystrophy Association, where she cultivated relationships with major donors, both individual and corporate.
Ms. Linn attended the University of Florida and graduated with a major in Communications and a minor in Business Administration. Lauren enjoys spending time with her 10-year old son Tyler and is a member of Save Our Sisters Palm Beach County (Palm Beach County's first Breast Cancer Survivor Dragon Boat Racing Team). She is also an avid Florida Gator.
Mrs. Sieuraj assists with operations, account administration and maintenance. She also assists with financial requests, transactions and documentation.
Mrs. Sieuraj grew up in Brooklyn, New York and moved to Florida in 2006. She attended Hunter College while starting her career in banking. She has been in the banking industry for over 10 years.
Malini lives in Boynton Beach with her husband Anthony and daughter Chandani (3).
Mr. Hardersen serves as Blatt Financial Group’s contracted insurance professional. Darren is uniquely qualified in the complex areas of advanced wealth preservation strategies for financially mature individual(s) and families. These strategies are accomplished through various financial tools that include life insurance, fixed investments, long term care and disability insurance. Darren’s long-standing strategic alliances with other specialized professionals, the most highly rated insurance companies and financial institutions accomplishes the primary objective of offering stellar service with a broad range of premium quality financial services to this very specialized and often difficult to navigate industry.
Mr. Hardersen is a graduate of Drake University and began his successful insurance and financial services career in 1990, with The Prudential Insurance Company of America.
Darren lives in Jupiter with his wife Kelly, son Trey, and dog Fergie. He enjoys physical fitness, coaching youth sports, and landscape design.
Mrs. Blatt is responsible for the management and accounts payable of Blatt Financial Group.
Prior to joining Peter in his practice, Mrs. Blatt worked in human resources, accounting, and counseling positions throughout her professional career.
Mrs. Blatt received her B.A. in biology from Boston University. She received her M. Ed. in Counselor Education from Florida Atlantic University. Gina enjoys spending quality time with her family.
To schedule a time to discuss your financial future, contact us at info@blattfg.com or call us at 561-625-0900 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.
Peter Blatt is a prominent estate planning and taxation attorney and financial advisor servicing clients throughout Palm Beach Gardens and North Palm Beach County.
We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision.
We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.