One Senior Place

Meet our Resident Provider...

Diversified Capital Solutions &
Senior Financial Solutions
Theresa A. Pohlman - Financial Consultant
One Senior Place
8085 Spyglass Hill Road, Suite #119
Melbourne, FL 32940
321-255-7226

Theresa A. Pohlman has over 15 years of experience in the financial services industry.  Her extensive background comes from beginning her career with a company that was the forerunner in financial planning.  She worked with them for 5 years and has been working as an independent financial consultant for the last 10 years.  Being an independent consultant afforded her the opportunity to offer a wider array of products and services.  It also allows for unbiased recommendations since there are no quotas or proprietary products.

Ms. Pohlman has her Bachelor of Arts and a Master of Business Administration from Stetson University.  She has been a resident of Melbourne, FL for the past 15 years but grew up overseas and resident in Germany, Italy, Turkey, Ethiopia, Cuba and Bermuda.

Ms. Pohlman has concentrated on providing financial, retirement, and Estate Planning advice for individual clients and small businesses.  Her goal and mission is to help people better understand the very complex and ever changing world of investing. Focusing on developing investment strategies geared toward each person's unique circumstance whether it is asset protection, reducing taxes or investment allocation makes her a financial partner committed to a lifelong relationship.