Marc has been in the financial services industry for over 26 years. He is a Life Qualifying member of the Million Dollar Round Table. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. He started out his career in the Home Office with a major life insurance company and became a registered rep in his early thirties. He has maintained his position as a registered representative throughout his career with three different organizations.
Marc helps clients understand the importance of protection and teaches them how to become world class savers. His unique ability is using uncommon strategies, leveraging the resources within the firm such as other specialists, and stressing to clients that the advisor-client relationship is long-term, not short-term. Committed to growing his practice, Marc gains a great sense of satisfaction knowing that he is helping people achieve their financial goals. Walking clients through a process and maintaining long-term relationships through the accumulation, distribution, and legacy phases of planning allows him to be a teacher as well as an advisor.
Marc enjoys spending time in Hawaii, playing tennis, an occasional round of golf, and finding new sushi restaurants to explore.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0G55041