Marc Bernstein's Location
Ambler, PA, US
Marc Bernstein's Work
- Founder, Partner, Financial Planner @ March
- Author- The Fiscal Therapy Solution 1.0 @ Marc J. Bernstein JD, ChFC, CLU, CAP
- Founder, Partner @ MWealth Advisors
- Senior Partner and Wealth Strategist @ New England Financial, A MetLife Company
- President @ Maxwell Financial Services, Ltd.
- Financial Services @ 英國保誠集團亞洲區總部
- Associate Attorney - and Babysitter to up and coming rock stars and a saxophone player @ Arthur Mann/Sole Proprietor -Entertainment Attorney
- Insurance Defense Law Clerk @ Margolis Edelstein
- Warehouse Sepcialist @ Carousel Greeting Cards Inc.
- Office Clerk @ University of Delaware Accounting Office
Marc Bernstein's Education
- The Ohio State University Moritz College of Law
JD (Law)
1977 - 1980 - New York University School of Law
(Law)
1979 - 1980 - University of Delaware
B.A. (music)
1974 - 1977
- Temple University1973 - 1974
- Plymouth-Whitemarsh Senior High School1970 - 1973
Marc Bernstein's Skills
- Strategic Financial Planning
- Financial Planners
- Financial Services
- Investment Advisory
- Retirement
- Strategy
- Wealth
- Leadership
- Asset Allocation
- Coaching
Marc Bernstein's Summary
Marc Bernstein, based in Ambler, PA, US, is currently a Founder, Partner, Financial Planner at MarchFWD, LLC, bringing experience from previous roles at Marc J. Bernstein JD, ChFC, CLU, CAP, MWealth Advisors, New England Financial, A MetLife Company and Maxwell Financial Services, Ltd.. Marc Bernstein holds a 1977 - 1980 JD in Law @ The Ohio State University Moritz College of Law. With a robust skill set that includes Strategic Financial Planning, Financial Planners, Financial Services, Investment Advisory, Retirement and more, Marc Bernstein contributes valuable insights to the industry. Marc Bernstein has 6 emails on RocketReach.
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