KEVEN MILGRAM, CFP®
Director of Financial Planning
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Keven Milgram describes financial planning as a combination of art and science, an apt analogy for a Visual Arts major who took an Economics class and never looked back. Keven discovered his love of finance at Florida International University, where he met his first mentor at a Hillel-organized Career Night. Right then, he decided he would become a financial advisor. After graduating with a degree in Finance and Business Administration, his path would eventually lead to Bienenfeld, Lasek & Starr, LLC (BLS).
Over a decade later, Keven continues to help clients as a Certified Financial Planner™ practitioner with a special focus on retirement planning. He describes his role as being “the point person for a lot of clients.” Because he oversees putting together the client’s financial plan, Keven is actively involved with every aspect of a client’s strategy. “I like seeing the whole picture,” he says, “and I like staying current by constantly reading; our work is never done!”
In 2010 Keven was awarded the Jerry “Zvi” Wolf Young Leadership award for co-founding the prestigious Horizon’s Leadership Program, designed to introduce young Jewish professionals to the needs of the community within Broward County. He remains involved and currently serves on the Allocations and Young Leadership Steering committees. He is also a member of the Financial Planning Association.
Outside of work, Keven enjoys drawing, swimming and cooking. He and his wife, Anne, reside in Hollywood, FL.