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About
I'm a CFP® with 15 years of experience helping individuals and families build wealth and plan for retirement. My approach combines data-driven strategies with personalized financial coaching.
AI Review Summary
Marcus is highly regarded for his analytical approach and clear communication. Clients appreciate his ability to simplify complex financial concepts and create actionable plans.
Reviews (2)
James K.
Marcus completely transformed my retirement strategy. I feel much more confident about my financial future.
Patricia M.
Very thorough and professional. Marcus explained everything clearly and provided a solid financial plan.
Specialties
Retirement planning
Investment management
Tax optimization
Estate planning
Service Areas
New York, NY
New Jersey
Connecticut
