Marc Bernstein Email & Phone Number
Founder and Partner, Financial Planner @ March
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Marc Bernstein Location
- Ambler, PA, US
Marc Bernstein Work
- Founder and Partner, Financial Planner @ (September 2022 - Present)
- Board Member @ (January 2023 - Present)
- Author- The Fiscal Therapy Solution 1.0 @ Marc J. Bernstein JD, ChFC, CLU, CAP (October 2018 - Present)
- Member Board of Directors @ The American Technion Society (January 2016 - Present)
- Founder and Financial Planner @ MWealth Advisors (January 2015 - September 2022)
- Senior Partner and Wealth Strategist @ (February 1986 - December 2014)
- President @ Maxwell Financial Services, Ltd. (February 1986 - June 1990)
- Financial Services @ (April 1984 - February 1986)
- 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 (January 1980 - January 1983)
- Insurance Defense Law Clerk @ (January 1979 - January 1980)
- Warehouse Sepcialist @ Carousel Greeting Cards Inc. (January 1960 - January 1980)
- Case Coordinator @ US Federal Court System - US 3rd Circuit/Court of Appeals (January 1978 - January 1978)
- Office Clerk @ University of Delaware Accounting Office (January 1975 - January 1976)
- Warehouse Specialist @ Univac (January 1973 - January 1975)
Marc Bernstein Education
- Temple University
- New York University School of Law
JD (Law)
- The Ohio State University Moritz College of Law
Doctor of Law - JD (Doctor of Law - JD)
- University of Delaware
B.A. (music)
- 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 Temple University. 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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