Marc A. Verdi,  CFP<sup>&reg;</sup> - Financial Advisor

Marc A. Verdi, CFP®

CPA/PFS,

Director of Tax and Financial Planning

Godsey & Gibb Wealth Management

6806 Paragon Place, 230
Richmond, VA 23230
FINANCIAL ADVISOR'S WEBSITE
(804) 285-7333

General

Marc Verdi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Godsey & Gibb Wealth Management in Richmond, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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