Marc Agel's Location
Glenmont, NY, US
Marc Agel's Work
- Financial Advisor @ AlbanyAdvisor Group
- Financial Advisor @ PKS Advisory Services, LLC
- Financial Advisor @ McDonald Investments
Marc Agel's Education
- The College of Saint Rose
Certified Financial Planner Certificant (CFP(R))
2003 - 2005 - Hartwick College
Bachelor of Arts (B.A.) (Spanish Language and Literature)
1992 - 1996
Marc Agel's Skills
- Holistic Financial Planning
- Investment Management
- Strategic Financial Planning
- Investments
- Finance
- Financial Risk
- Asset Allocation
- Retirement Planning
- Wealth Management
- Mutual Funds
Marc Agel's Summary
Marc Agel, based in Glenmont, NY, US, is currently a Financial Advisor at AlbanyAdvisor Group, bringing experience from previous roles at PKS Advisory Services, LLC and McDonald Investments. Marc Agel holds a 2003 - 2005 Certified Financial Planner Certificant in CFP(R) @ The College of Saint Rose. With a robust skill set that includes Holistic Financial Planning, Investment Management, Strategic Financial Planning, Investments, Finance and more, Marc Agel contributes valuable insights to the industry.
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