As a husband and father, Marc sees tremendous value in helping families and individuals build a prosperous life for themselves. “I was always raised to be proud of the work you do in life. It doesn’t matter what the job is, be proud of it." Setting an example of hard work, excellence and pride in knowing that what you do matters is important to Marc; these values provide him with the desire to give meaningful advice and exceptional client service.
Marc is a financial advisor at CWM where he works with clients to develop thoughtful goals and realistic strategies to empower them to focus on long-term financial success. He loves a challenge and is always willing and eager to help, so don’t hesitate to ask him for assistance!
After serving in the Intelligence sector of the Navy for 10 years, Marc decided to pursue a degree from University of Washington in business and finance. His time in the Navy established a deep conviction and a desire to help those around him. Working in a team environment and assisting clients with service, education and motivation are all sources of pride for Marc.
Outside of Work
What better hobby can a husband and a father have than spending time with his family? Marc relishes his weekend mornings, family road trips and opportunities to volunteer within his community.
Designations/Certifications
- Certified Financial Planner™ professional
- Series 7
- Series 66
- WA State Insurance License - Life and Disability
Actively Supports
Securities offered through Independent Financial Group, LLC (IFG), a registered broker-dealer, Member FINRA, SIPC. Advisory services offered through Comprehensive Wealth Management, LLC (CWM), a registered investment adviser. IFG and CWM are unaffiliated. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and Certified Financial PlannerTM professional in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
I was always raised to be proud of the work you do in life. It doesn’t matter what the job is, be proud of it. What better opportunity is there than helping others pursue their dreams?
We're Here To Help
Schedule a complimentary, introductory phone call to find out how our team can partner with you to pursue your goals.