koen M. goorman, clu®, chfc®, cfp®

partner
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​[email protected]
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 Equitable 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 financial professionals 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 strategies, business continuation planning, and retirement distribution strategies.  He focuses on executive retention plans 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 has served 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 the Transfiguration in Pittsford.  He is an instructor for the BMW Car Club of America and the Porsche Club of America, and has served as a board member of the Genesee Valley Chapter of the BMW Club.  He has also served as a board member of the Virginia Tech Alumni Association Rochester Chapter.  He has been a fundraiser in the Rochester chapter of the American Heart Association and has 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 Cure fundraisers.
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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.
MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-7247326.1 (11/24) (Exp. 12/28)



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