The Kirsner Wealth Management Team

Kirsner Wealth Management
Team Biographies

Craig Kirsner, MBA is a Forbes Magazine #179 Top Financial Security Professional in the Entire United States for 2021 and a Forbes Top Financial Security Professional in the entire State of Florida for 2022-2025:

Craig Kirsner, MBA has
been seen or quoted on:

Any media logos &/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Craig Kirsner or Kirsner Wealth Management is stated or implied. The appearances above were obtained through a PR program. A PR firm was paid to assist in media placement.

Craig Kirsner, MBA, President, Investment Advisor Representative

Craig Kirsner, MBA, is an author, speaker, a Forbes Magazine #179 Top 2021 Financial Security Professional and a Forbes Top Financial Security Professional in the entire State of Florida for 2022 through 2025. He is President of Kirsner Wealth Management whom you may nave seen on Kiplinger, Forbes, CNBC, Reuters, Fidelity.com, Nasdaq.com, Fortune, Reader's Digest, The South Florida Sun-Sentinel, US News & World Report, Yahoo Finance, HuffPost, The Palm Beach Post, MSN Money, Bankrate.com, and many others.

Craig is the author of Help Preserve Your Retirement Assets and Leave a Legacy and creator of the Help Preserve Retirement System. Craig also is a member of the Million Dollar Round Table (MDRT) and is part of the Top of the Table level, which includes some of the top insurance professionals in the industry.

Craig focuses on working with retirees who want to help preserve their wealth and leave a legacy to their family. The vast majority of his clients are retired and are now focusing on helping preserve their assets. Craig has a strategic partnership with estate planning attorneys to help ensure that his clients' legal documents will work to accomplish their goals which typically include, helping protect assets left to children from potential divorces and lawsuits, and helping keep assets in the family bloodline.

Craig has an MBA in finance from the Chapman School of Business at Florida International University and undergraduate degrees in finance and risk management from the University of Florida. He is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams and has been a licensed insurance agent since 1994. Craig is married to Karen and their sons are Samuel and Adam.

Craig's Retirement planning book is available on Amazon

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Craig Kirsner or Kirsner Wealth Management is stated or implied.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Craig Kirsner or Kirsner Wealth Management is stated or implied. The appearances in Kiplinger were obtained through a PR program. A PR firm was paid to assist with media placement.

Forbes Top Financial Security Professionals 2021 - 2025 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Craig Kirsner was nominated by an insurance carrier he sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance & annuities. FSP may also hold other credentials & licenses which would allow them to offer investments & securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength & claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this link: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.

Chabelie Gleichman

Operations Manager and Director of Client Relations

Chabelie is Kirsner Wealth Management’s Operations Manager and Director of Client Relations.

Chabelie Marte graduated Magna Cum Laude from FAU in Early Care and Education and has over 7 years experience in child development. Chabelie is a passionate individual who enjoys getting to meet new people and exploring new places. She has a charismatic, compassionate, and loving personality, which is perfect for creating a warm, welcoming environment in our Coconut Creek office.

Chabelie, of Dominican descent, was born in Long Island, New York, but has always loved the Florida heat.

Brianna Shepard

Director of Client Operations

Brianna is our accomplished Director of Client Operations who helps make sure all aspects of the back-office support needs are implemented properly. She is always striving for excellence in everything she does with a focus on delivering exceptional client service and ensuring client satisfaction. Born and raised in Boca Raton, FL, she attended Florida Atlantic University and received her degree in both Sociology and Psychology.

Brianna loves to travel and try new restaurants, always seeking out new experiences and adventures. For her ideal weekend, she enjoys spending time with friends and family fishing in the Florida Keys.

Janae Jacobs

Client Operations Manager

Janae takes great care of serving our client’s needs. Janae spent 4 years as the manager and public relations director for a chiropractic firm with five offices and 5 years running preschools.

Janae is also actively involved in giving back to the community. She volunteers at homeless shelters every year during the holidays, spreading joy and making the holiday season brighter for those less fortunate.

Gabriela Belffi

Marketing Officer

Gabriela has a solid background in the hospitality industry, she brings five years of exceptional customer service and organizational skills to our team. She graduated from USF with a bachelor’s degree in Accounting. She is passionate about using her transitional skills to the wealth management world.

Gabriela is Brazilian and has lived in South Florida most of her life. She is an avid book reader and enjoys watching a good movie.

Alexis Lazo

New Business Administrator

Alexis is our new Business Administrator who makes sure that all our client’s applications are done accurately and properly. Alexis graduated from Mary Baldwin University in 2019, where she majored in biology with a minor in anthropology. Alexis was inducted into the Miami High Hall of Fame for her outstanding achievements.

Prior to her current role, she worked as a Chiropractor’s Assistant. Her passion and eagerness to take on new challenges make her an essential addition to our team.

Tania Almeida

Administrative Assistant

Tania graduated Mississippi College with a bachelor’s degree in Kinesiology where she was a Dean’s List Scholar. Tania dedicated herself to working more than 3 years in the medical field and 2 years in the accounting field.

Tania is married, speaks 3 languages, is an animal lover and enjoys helping others any way she can including volunteering in an animal shelter and a nursing home.