Noah Koreman, CFP^®, CEPA^® 

Designations and licenses

Noah is a CERTIFIED FINANCIAL PLANNER® professional and has a Certified Exit Planning Advisor credential.

Experience and education

Noah provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Noah worked at Key Investment Services, where he developed comprehensive financial plans to help clients achieve their short- and long-term financial goals. Before that, he was with KeyBank, where he strategically structured loan applications by analyzing credit reports and financial data to improve approval outcomes through creative financing solutions.

Noah holds a bachelor’s degree in accounting from Hartwick College.

Personal interests

Away from the office, Noah enjoys spending time with his wife and two daughters, traveling and cheering on his favorite football team, the Buffalo Bills.

Noah’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.