Marc Bernstein Location
Ambler, PA, US
Marc Bernstein Work
- 2022 - now Founder and Partner, Financial Planner @ March
- 2023 - now Board Member @ Satell Institute
- 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 @ New England Financial, A MetLife Company
- 1986 - 1990 President @ Maxwell Financial Services, Ltd.
- 1984 - 1986 Financial Services @ 英國保誠集團亞洲區總部
- 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 @ Margolis Edelstein
Marc Bernstein Education
- The Ohio State University Moritz College of Law
JD (Law)
- New York University School of Law
Law
- 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
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 @ The Ohio State University Moritz College of Law. With a robust skill set that includes Small Business, Leadership, Coaching, New Business Development, Estate Planning and more. Marc Bernstein has 3 emails and 1 mobile phone numbers on RocketReach.
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