KLW Wealth is a boutique financial services firm that serves family business owners and their employees.
We create customized comprehensive planning for your financial needs.
KLW Partner Charles Woldenberg is a CFP® professional, the recognized standard of excellence for competent and ethical personal financial planning
Partner, Branch Manager
Mike’s first job in financial services was with one of the biggest firms in the industry. That experience convinced Mike to work with a client-first independent firm which he found when he joined Jeff Kaufman and Marissa Enriquez at GSK Advisors in Coral Gables, FL. Mike says that he was “incredibly lucky” to work with Jeff, a Wharton graduate, who was a brilliant advisor and mentor. Mike specializes in building growth and income producing portfolios for clients, “one of a kind and one at a time,” just the way Jeff taught him.
Mike is the current President of the Southern Anglers in Lauderdale Fishing Club and was instrumental in reviving the club back after it was dormant for more than 10 years. The club now has more than 850 members. SAIL sponsors philanthropic causes throughout the year and brings awareness to conservation. Mike is also the Broward County Chapter President for the Coastal Conservation Association, a leading national organization that promotes habitat restoration, conservation and defends fishermen rights at all phases of government. The Broward County Chapter is set to deploy its first artificial reef in its history, formally known as the John Michael Baker Memorial Reef. Mike also serves on the Board of the John Michael Baker Fishing Tournament. In his spare time, it’s no surprise that Mike enjoys the great outdoors.
Charles Woldenberg (CFP®)
Charles is a Certified Financial Planner™ (CFP®) professional. Although anyone can call themselves a “financial planner,” CFP® professionals have completed comprehensive training and are required to put clients’ interests ahead of their own at all times. Charles is a 20‐year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.
Charles mentors a high school student under the auspices of Take Stock in Children (TSIC). TSIC identifies at‐risk students in middle school and grants college scholarships to students who successfully complete the program.
He is the Secretary and a Board Member of the Financial Planning Association of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process.
He is a member of the Philanthropy Committee at Temple Dor Dorim.
Charles is an 18-year member of Temple Dor Dorim in Weston, where his wife Sheila is the Director of the Early Childhood Education Center.
He coached recreational girls’ soccer in Weston, FL for ten years through the American Youth Soccer Organization.
Steve Florio has 35 years of experience helping clients meet their individual needs by creating customized investment portfolios for both growth and retirement.
He is a Trustee on the Board of Downtown Harbor Church where his family works and serves the organization.
Steve is an avid golfer and loves to travel and spend time with his family and wife, Pam.
Theresa Chen is a 24-year veteran of financial services and insurance. She began her securities experience in the banking industry.
Theresa specializes in recognizing and meeting the planning needs of women. Theresa became a Florida Supreme Court Certified Family Mediator to help resolve financial and family issues. She is member of the Association of South Florida Mediators and Arbitrators (ASFMA).
Theresa notes that although most investors plan up to retirement, the post retirement period has its own set of future challenges. As a result, Theresa considers herself a holistic planner who helps clients prepare for all retirement life stage needs. She likes to think of herself as growing with clients on their respective journeys.
Fluent in Spanish, Portuguese, Italian and French, Theresa earned a Master’s degree from Johns Hopkins University School of Advanced International Studies.
She enjoys tennis and golf and holds a Second Degree Martial Arts black belt in Tae Kwon Do.
Marissa Cisneros Enriquez
Marissa Cisneros Enriquez is a KLW Associate with extensive experience. She has worked with the most recognized investment firms in the U.S. Her career began at American Express as a financial advisor in 2006. Throughout her career, Marissa has worked for several global investment leaders: notably Citi, Smith Barney and Morgan Stanley. Her experience with larger scale firms led her to share KLW’s vision of a client-first boutique firm.
Her diverse background, fluency in Spanish and industry training enables her to provide solutions to help clients achieve their individual long-term goals. Marissa places the utmost importance on client service and meeting client needs in a timely manner.
Marissa currently resides in Pinecrest, Florida. She enjoys boating, traveling and spending time with her family. She is an active member of her community and enjoys being a part of the Camillus Casserole project to feed the homeless.