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The Balanced Team

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Corey Boerner

Corey Boerner is the owner and founder of Balanced Financial Services. He has been a financial professional for over ten years. Corey graduated with an accounting degree and has specialized in tax for the last ten years. Contact us today to schedule a consultation.

Team: Meet the Team

Luis "Lou" Rosado

Luis was born and raised in Southern New Jersey. A graduate of Southern New Hampshire University, he has a Bachelor’s in Business Management Logistics and Operations.  After nearly two decades in leadership at various levels, most with a Fortune 50 company, he joined the Balanced team in 2023.
Luis, his wife of 25 years, and their two children have spearheaded several projects aimed at helping various communities. Some of these projects include a water drive that resulted in the collection, escorting, and personal distribution of over 4,000 cases of water to the citizens of Flint, Michigan, during the water crisis. After Hurricane Harvey, they helped coordinate a relief drive that resulted in a 24-foot box truck delivering various baby supplies and clothing to citizens in Houston, Texas.  Additional relief efforts include shipping a cargo container packed with food, clothing, and medical & cleaning supplies to Puerto Rico provide relief to those affected by Hurricane Maria.

Team: Meet the Team
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