Marc Bernstein Email & Phone Number
Founder and Partner, Financial Planner @ March
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Marc Bernstein Location
- Ambler, PA, US
Marc Bernstein Work
- 2022 -now Founder and Partner, Financial Planner @
- 2023 -now Board Member @
- 2018 -now Author- The Fiscal Therapy Solution 1.0 @ Marc J. Bernstein JD, ChFC, CLU, CAP
- 2016 -now Member Board of Directors @ The American Technion Society
- 2015 -2022 Founder and Financial Planner @ MWealth Advisors
- 1986 -2014 Senior Partner and Wealth Strategist @
- 1986 -1990 President @ Maxwell Financial Services, Ltd.
- 1984 -1986 Financial Services @
- 1980 -1983 Entertainment and general practice- and gopher and sitter to up and coming rock stars and a saxophone player @ Various law offices/Sole Proprietor/Entertainment Attorney
- 1979 -1980 Insurance Defense Law Clerk @
- 1960 -1980 Warehouse Sepcialist @ Carousel Greeting Cards Inc.
- 1978 -1978 Case Coordinator @ US Federal Court System - US 3rd Circuit/Court of Appeals
- 1975 -1976 Office Clerk @ University of Delaware Accounting Office
- 1973 -1975 Warehouse Specialist @ Univac
Marc Bernstein Education
- New York University School of Law
JD (Law)
- The Ohio State University Moritz College of Law
Doctor of Law - JD
- University of Delaware
B.A. (music)
- Temple University
- Plymouth-Whitemarsh Senior High School
Marc Bernstein Skills
- Small Business
- Leadership
- Coaching
- New Business Development
- Estate Planning
- Fixed Annuities
- Strategic Financial Planning
- Financial Planners
- Financial Services
- Investment Advisory
- Retirement
- Strategy
- Wealth
- Asset Allocation
- Asset Management
- Risk Management
- Securities
- Series 7
Marc Bernstein Summary
- Marc Bernstein, based in Ambler, PA, US, is currently a Founder and Partner, Financial Planner at MarchFWD, LLC. Marc Bernstein brings experience from previous roles at Satell Institute, Marc J. Bernstein JD, ChFC, CLU, CAP, The American Technion Society and MWealth Advisors. Marc Bernstein holds a JD in Law @ New York University School of Law. With a robust skill set that includes Small Business, Leadership, Coaching, New Business Development, Estate Planning and more. Marc Bernstein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top March Employees
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