For more than 30 years, Marc has helped build, manage, protect and transition wealth for a select group of individuals, families, businesses and institutions. His dedication to excellence has allowed him to foster lifelong relationships with his clients as he plays a key role in their financial lives. He strives to provide his clients with the clarity and structure they need to successfully navigate the challenges and opportunities that come with various life stages.
Marc is a Private Wealth Financial Advisor with Wells Fargo Advisors. In this capacity, he is well equipped to focus on addressing the goals of sophisticated clients, who often have unique financial needs that span generations. As a Private Wealth Financial Advisor, Marc and his team enjoy access to a network of specialists through Wells Fargo affiliates in the areas of: Estate Planning Strategies, Legacy Planning, Tax Planning Strategies, Risk Management and Charitable Giving. With these custom strategies and services at his fingertips, Marc can provide his clients with comprehensive and up-to-date solutions.
In recognition of his professional achievements, Marc was included on the list of Forbes Best-In-State Wealth Advisors* 2019. Also, he has earned the designation of Certified Private Wealth Advisor®, after completing an executive education program with the University Of Chicago Booth School Of Business. Marc and his team help their clients take an in-depth look at the lifecycle of wealth – accumulation, preservation and distribution.
Marc lives in Westwood with his wife, Michelle, and they have two adult daughters, Dani and Carina. As a family, they enjoy hosting dinner parties, going on hikes, watching movies and sports, and spending quality time together. In addition, Marc and Michelle prioritize community service and are involved in many philanthropic causes, including American Friends of the Hebrew University and American Jewish University.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License Number: 0A55032. Resident State: CA