Marc Roland's Location
Solana Beach, CA, US
Marc Roland's Work
- Managing Partner | CCO | Portfolio Manager @ Dean Roland Russell
- Co-founder, Chief Compliance Officer @ Confidant Wealth Advisory, Inc.
- Director, Financial Planning @ Hokanson Associates
- Personal Financial Planning Group @ KPMG US
- Financial Planner @ Blankinship & Foster, LLC
- Student Assistant, Business Administration Office @ San Diego State University
- Staff Engineer @ Metropolitan Transit Development Board
- Staff Engineer @ International Technology (IT) Corporation
Marc Roland's Education
- San Diego State University
Master of Science (Accountancy - Taxation)
2001 - 2002 - San Diego State University
Master of Science (Business Administration - Financial and Tax Planning)
1999 - 2000 - California Polytechnic State University-San Luis Obispo
Bachelor of Science (Civil Engineering)
1990 - 1994
Marc Roland's Skills
- Financial Planning
- Investments
- Estate Planning
- Charitable Giving Strategies
- Tax
- Portfolio Management
- Wealth Management
- Retirement Planning
- Asset Management
- Asset Allocation
Marc Roland's Summary
Marc Roland, based in Solana Beach, CA, US, is currently a Managing Partner | CCO | Portfolio Manager at Dean Roland Russell, bringing experience from previous roles at Confidant Wealth Advisory, Inc., Hokanson Associates, Inc, KPMG and Blankinship & Foster. Marc Roland holds a 2001 - 2002 Master of Science in Accountancy - Taxation @ San Diego State University. With a robust skill set that includes Financial Planning, Investments, Estate Planning, Charitable Giving Strategies, Tax and more, Marc Roland contributes valuable insights to the industry. Marc Roland has 3 emails and 1 mobile phone number on RocketReach.
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