koen goorman, clu,chfc,cfp®
partner

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kgoorman@mapstoneveritas.com

585.475.8433
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |
Partner at Mapstone | Veritas, Koen has been a financial professional since 1992.  He started his career in the Syracuse Branch and transferred to Rochester as a Vice President in 1994.  Over his 17 year span as a manager, Koen recruited and developed many successful advisors into the financial planning field, and earned numerous leadership awards for his management efforts.  He has since built a successful financial planning practice with a focus on estate planning, business continuation planning, and retirement distribution strategies.  He specializes in hospital executive retention plans and specialty surgeon retention and income plans.  He is a member of the Equitable Advisors Hall of Fame and the Paramount Planning Group, a division of Equitable Advisors, LLC that recognizes the top 5% of all Equitable Advisors financial professionals across the country.

EDUCATION |
  • A 1989 graduate of Virginia Tech, B.S. in  Economics 
  • A 1992 graduate of Syracuse University-Whitman School of Management, MBA in Finance and International Business.
  • He holds the ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and CFP® (Certified Financial Planner) professional designations.
  • Series 6,7,24,26,53,63,65 securities registrations.


COMMUNITY |
Koen is an active member of the Estate Planning Council of Rochester and currently serves as a board member.  He is a member of the Finance Council, the Men's Fellowship Committee, and the Global Solidarity Committee at the Church of Transfiguration in Pittsford.  He is active in the Rochester District Soccer League and the BMW Car Club of America’s Genesee Valley Chapter, and is a member of the Porsche Club of America.  He has served as a board member of the Virginia Tech Alumni Association Rochester Chapter.  He was involved in the Rochester chapter of the American Heart Association and served on the Executive Leadership Team of the Rochester Heart Walk and Run Campaign.  Koen has also been active in the American Cancer Society, the Rochester Philharmonic Orchestra’s Corporate Committee, and has biked in numerous American Diabetes Association Tour de Cures.  

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PLACES TO VISIT
Ghent, Belgium my home town
THINGS TO DO
​Instructing at the BMW CCA High Performance Ultimate Driving School at Watkins Glen.  If you enjoy fast cars and speed, join me at one of our High Performance Driving Events.
QUOTE 
"There is no “I” in TEAM"
John Wooden, UCLA Head Coah
 
"Never give up"
Jim Valvano, NC State Head Coach
FUN FACT
​People are surprised to learn that I race cars and Go-Karts.  
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970