Jeffrey E. Marsico
About Jeffrey E. Marsico
Jeffrey E. Marsico Wealth Manager
Jeffrey E. Marsico is a Senior Partner and Wealth Manager. He holds multiple designations that reflect his extensive expertise in the field of financial planning and wealth management. As a wealth manager, he is responsible for providing financial advice and managing the investment portfolios of his clients. His role involves developing comprehensive financial plans, retirement strategies, and investment solutions that align with his clients' financial goals and risk tolerance.
Jeffrey E. Marsico CFP ChFC RICP Designations
Jeffrey E. Marsico holds several important designations in the financial industry. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Chartered Life Underwriter (CLU), Certified in Long-Term Care (CLTC), and holds a Master of Science in Finance (MSF). These credentials demonstrate his commitment to professional development and his expertise in financial planning, insurance, retirement income strategies, and long-term care planning.
Jeffrey E. Marsico CLU CLTC MSF Expertise
Jeffrey E. Marsico's expertise spans a wide range of financial disciplines, as evidenced by his CLU and CLTC designations along with an MSF degree. A Chartered Life Underwriter (CLU) designation highlights his knowledge in life insurance and estate planning. The Certified in Long-Term Care (CLTC) designation underscores his skills in addressing both the pre-funding and ongoing management needs associated with long-term care. His Master of Science in Finance (MSF) degree indicates advanced knowledge in financial theory, markets, and instruments.