Marc A. Ackerman
Private Wealth Financial Advisor
Managing Director - Investments
Marc Ackerman, Private Wealth Financial Advisor, has dedicated approximately 20 years to delivering independent counsel to clients. Marc believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. He is passionate about helping others and enjoys knowing his clients are prepared for critical financial events in their lives. Additionally, Marc helps families integrate their unique values into their wealth plans and focuses on philanthropic planning and social impact investing.
Background and Experience
Marc focuses on advising company founders, entrepreneurs, executives, corporations, foundations, and multi-generational high-net-worth families. He is part of Wells Fargo Advisors Retirement Plan Advisor Program, which is reserved specifically for advisors who have demonstrated extensive experience in helping businesses design, build, administer, and review corporate retirement plans. Prior to joining Wells Fargo Advisors, he served as Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney. In 2019 Marc was named to Forbes’ Best-In-State Wealth Advisors list*. He is a graduate of the University of California, Santa Barbara and serves on the school's Department of Economics Board of Advisors.
Away from the Office
Marc currently serves on the Boards of Directors of the Los Angeles Fire Department Foundation and of Hope Heals. He spent nearly a decade as a mentor to foster youth and helped operate a group mentoring nonprofit organization, now part of Young Life. Marc regularly speaks about investment planning and stewardship at churches, conferences, and universities.
CA Insurance License Number: oD15273. Resident State: CA
*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.