Marc Zarro, CLU, ChFC, CFP

Strong financial decisions begin with a clear understanding of what matters most. As Managing Director – Investments and a CERTIFIED FINANCIAL PLANNER® professional, I work closely with individuals, families, and businesses to develop strategies that reflect their goals, values, and vision for the future. Through thoughtful guidance and a disciplined approach, I help clients navigate important financial decisions with greater clarity and confidence. 

What I enjoy most about this profession is building lasting relationships and helping clients feel more confident about their financial future. I believe successful investing is rooted in a disciplined approach that prioritizes long-term goals over short-term market distractions. Through ongoing communication and a deep understanding of each client's priorities, I help create strategies that evolve alongside changing circumstances and life events. 

I earned a degree in Business Management with a minor in Psychology from La Salle University in 2000. My career began with H&R Block Financial Advisors and continued through positions with Longview Capital Management before joining Wells Fargo Advisors more than a decade ago. Along with the CFP® certification, I have also earned the Chartered Life Underwriter (CLU®) designation focusing on life insurance, estate planning strategies and risk management, the Chartered Financial Consultant® (ChFC®) designation focusing on tax planning, retirement planning and wealth management, and the Qualified Plan Financial Consultant (QPFC) designation focusing on helping business owners with their retirement plan design, investment selection and plan participant education. This diverse experience has provided broad industry perspective, deep investment knowledge, and insight into a variety of advisory approaches and best practices. 

My interest in investing began at an early age through a fascination with the financial markets, but it was the opportunity to help people navigate important life decisions that ultimately shaped my career. Guiding clients through life's transitions while providing perspective, stability, and thoughtful advice remains one of the most rewarding aspects of my work. 

Outside the Office 

Family and community are at the center of my life. My wife, Lea, and I have been married since 2008, and together we are raising our daughter, Isabella, and our son, Thomas. We enjoy spending time outdoors, whether at the beach, on the ski slopes, or attending our daughter's volleyball competitions. I am also passionate about fitness, healthy living, and staying active. 

I'm a lifelong animal lover and proud owner of our Australian Labradoodle, Jeter. I remain actively involved in my community through Saint Andrew Church and support a variety of charitable organizations. These commitments help keep me grounded and provide balance between my personal and professional life. 

  ¹ 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. See additional award disclosures

https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes 

²This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 09/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4680 Philadelphia-area wealth managers were considered for the award; 275 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 4,532, 303, 7%, 11/1/24, 2/13/24 - 8/30/24; 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 
 
CA Insurance License Number: 4044137. Resident State PA.