Feller Financial Services

07/08/2026

✨Introducing Cristal Balaban Marketing Manager of Feller Financial Services.✨

A California girl turned Florida transplant, Cristal made the move from Anaheim to Boca Raton during her elementary years. She earned her B.A. in International Business with a Minor in Spanish from Florida International University, setting the stage for what would become a dynamic marketing career. Her background encompasses over a decade of experience spanning both independent agencies and in-house marketing teams, Cristal brings a powerful toolkit of proven strategies to Feller Financial Services. Clients and the community stay informed thru email, newsletters, social media and website resources besides live events. She thrives on staying ahead of the curve, because in marketing, standing still means falling behind. Whether it's mastering emerging channels or refining timeless techniques, she's all about evolving with the times.

When she's not crafting marketing magic, you'll find Cristal in West Boca with her husband, three kids, and one very spoiled rescue pup. She's passionate about art, design and books of all sorts. If she ever gets time to watch TV it will likely be a show about F1 racing, soccer or space exploration. Volunteering with humanitarian and arts organizations fills her cup, though honestly most of her free time is joyfully hijacked by her adventurous children and all of their sports activities. Life is busy, beautiful, and never boring.

07/01/2026

✨Introducing Kim Toscano Office Manager of Feller Financial Services.✨

Kim Toscano serves as Office Manager for Feller Financial Services, where she is responsible for overseeing the firm's day-to-day operations and helping ensure a seamless experience for both clients and staff. Since joining the firm in 2010, Kim has become an integral part of the organization, managing administrative functions, coordinating office procedures, supporting client service initiatives, and helping maintain the high standards of professionalism and efficiency that clients have come to expect.

Originally from Wethersfield, Connecticut, Kim attended Central Connecticut State University before relocating to South Florida to pursue new professional opportunities. She began her career in the financial services industry as an assistant to a portfolio manager at Comerica Bank in Boca Raton, where she gained valuable experience in client relations, office administration, and the operational side of wealth management.

In addition to her financial services background, Kim brings an entrepreneurial perspective to her role. As the former owner and operator of a successful online designer apparel business, she developed extensive expertise in sales, marketing, customer service, business development, and operations management. This combination of corporate and business ownership experience has given her a well-rounded understanding of what it takes to build strong client relationships and deliver exceptional service.

Known for her attention to detail, organizational skills, and dedication to client satisfaction, Kim plays a vital role in supporting the firm's mission of providing personalized financial guidance and outstanding service. Her ability to manage multiple responsibilities while maintaining a client-focused approach makes her a trusted resource for both clients and colleagues.

Kim resides in Pompano Beach, Florida, and is actively involved in her community through charitable and volunteer efforts. She enjoys fitness, reading, and supporting organizations such as Operation Christmas Child. Her commitment to community service has also included participating in a Miami Dolphins halftime performance benefiting the Cystic Fibrosis Foundation

06/30/2026

Conduct a mid-year financial check-in: review spending, optimize savings accounts, verify retirement contribution pacing, rebalance your portfolio, adjust tax withholding, and update beneficiaries. Catch issues before year-end, be on track.

Halfway through 2026? A 20-minute mid-year financial review catches small problems before they cost you. Here's what to check and when to ask for help.

06/24/2026

✨Introducing Richard Koblick CRPC® AWMA® Investment Advisor Representative. Co-Founder of Feller Financial Services.✨

Richard Koblick grew up in Berkeley, California, and graduated from Florida State University in 2006 with a bachelor’s degree in finance and a minor in Psychology. Following graduation, he began his financial services career with AG Edwards & Sons, where he developed extensive expertise in qualified retirement plans.

Later in 2006, Richard co-founded Feller Financial Services. Throughout his career, he has focused on helping educators, county employees, and individuals better understand their retirement benefits and overall financial picture. He has guided many clients through retirement planning, income strategies, and legacy planning, helping them build confidence in their financial futures. Richard is passionate about comprehensive financial planning and believes every client should have a clear roadmap to achieving their goals.

In 2021, Richard joined Cetera Wealth Services, following the merger of Voya Financial Advisors into Cetera.

Richard holds the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Wealth Management Advisor™ (AWMA®) designations, both awarded by the College for Financial Planning. He currently maintains Series 6, 7, 63, and 66 securities registrations. As an Investment Adviser Representative, he serves clients in a fiduciary capacity, placing their best interests at the center of every recommendation.

Since 2022, he has been recognized as a member of the Cetera Wealth Services Circle of Excellence, an elite distinction that honors financial professionals who demonstrate exceptional dedication to client service, professional integrity, and excellence in their practice.

Outside of work, Richard resides in Parkland, Florida, with his family. He is deeply committed to his community, supporting numerous local charitable organizations and serving on the Board of Directors of the Levis JCC in Boca Raton. An avid fitness enthusiast, Richard completed two full Ironman® Triathlons in 2012. He also enjoys playing hockey three nights a week in local community hockey leagues.

During the summer months, Richard and his family spend time in Rhode Island, which has become their "second home away from home." There, they enjoy family time, summer camp activities for their children, and a chance to recharge and enjoy some well-deserved relaxation.

Circle of Excellence Recognition
The Circle of Excellence is a prestigious honor recognizing financial professionals who exemplify outstanding client service, operate their practices with integrity, and consistently strive for excellence in helping clients pursue their financial goals.

*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Richard Koblick, Financial Advisor by any client.*

06/22/2026

✨Motivational Monday✨

06/17/2026

✨ Introducing Joshua J. Feller ChFC® Investment Advisor Representative. Founder of Feller Financial Services. ✨

Josh was born in Voorhees, New Jersey and grew up an active member of his community. His interest in the financial markets led him to the University of Connecticut where he graduated with a degree in economics and a minor in business administration. After college, Joshua knew he was destined to start a financial planning practice.

In 2006 Joshua started Feller Financial Services in Boca Raton, Florida, with the goal of helping investors understand the impact of their financial decisions. The business is built around prioritizing “old school” customer service mentality while using cutting edge financial technology to provide clear and concise advice whether assisting households or businesses in their decision making.

Joshua has received his Chartered Financial Consultant® (ChFC®) designation, the highest standard of knowledge and trust in financial planning. As well, Joshua serves on Cetera Advisor Network’s Advisory Board and is a qualifying member of both the Circle of Excellence* and Million Dollar Round Table’s Top of the Table**.

Joshua and his wife Esmeralda are proud parents of daughters, Isabella. and Sofia. On his free time, you can find Joshua playing golf, spending time with his family and advocating for financial education in the community and local colleges.

06/01/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

05/26/2026

Wishing a very Happy Birthday to our VP, Richard Koblick! 🎂🎉

We love seeing these photos from his recent family birthday trip to Disney. Thank you, Richard, for your incredible leadership, dedication to our team, and everything you do for our community. Cheers to a great year ahead! ✨

05/25/2026

Remembering those who served, sacrificed, and never came home. Forever Grateful. 🇺🇸

05/10/2026

Wishing a beautiful Mother’s Day to all the moms who inspire us daily. Your dedication is the foundation of every strong family and community. Enjoy your special day! 💐