Marcus’s vast educational experience in tax and estate law allows him to view planning through many different lenses. He holds his life, health, and accident insurance licenses as well as his Series 7 & 66 investment licenses. In addition, he holds graduate degrees in business, law, and taxation. Marcus is an integral part of our team and is essential to our firm’s financial planning approach. In his personal life, Marcus enjoys spending time with his family and is an avid sailor.
*Not practicing JD for Guardian or its subsidiaries or affiliates.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian
CA License # 4105180