Kasia A. Marczyk, CFP<sup>&reg;</sup> - Financial Advisor

Kasia A. Marczyk, CFP®

CRPC®, CDFA®

Independent Financial Advisor

Anchor Wealth Management Group LLC

120 S. Olive Ave suite 400
West Palm Beach, FL 33401
FINANCIAL ADVISOR'S WEBSITE
(561) 228-8688 CONNECT WITH Kasia
  • facebook link
  • linkedin link

General

Kasia Marczyk is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Anchor Wealth Management Group LLC in West Palm Beach, FL and the surrounding communities.

Financial Advisor Overview

Kasia strives to help her high-net-worth individual and business clients to gain a better control of their finances as well as help them to achieve their goals. Kasia's primary focus is to create a trusting relationship that provides comprehensive financial solutions specific to your needs. While working with my clients during periodic face to face service meetings, portfolio rebalancing, and asset allocation analysis we strive to exceed your expectations, providing the highest level of professional expertise. You can gain confidence about your financial future from a partnership with someone who understands the economy, financial markets, as well as your goals. While working together, we will be your guide towards financial success.

More

Financial Advisor Experience

Anchor Wealth Management Group is an independent financial services firm not owned or operated by a brokerage, bank, or insurance company. We have grown with the support of our clients over the last 10 years. The firm was incorporated by our founder Kasia A. Marczyk CFP ® in late 2009. As our name may suggest, we strive to provide confidence , strength, stability and a solid foundation for our clients financial life. We offer advisory services and a vast suite of financial products that are geared to help our clients seek financial success. Anchor Wealth Management Group is located in the heart of Downtown West Palm Beach, Fl in the historic Guaranty Building . We help clients throughout the United States.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, CDFA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

J.W. Cole Financial, Inc.

Broker-Dealer Disclaimer

Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC : Advisory services offered through J.W. Cole Advisors,INC. ( JWCA) Anchor Wealth Management Group LLC and JWC/JWCA are unaffiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources