Marcus Holzberg, CFP^®

CERTIFIED FINANCIAL PLANNER™

Holzberg Wealth Management

Remote
Corte Madera, CA 94925

FINANCIAL ADVISOR'S WEBSITE

hwmfa.org

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Marcus Holzberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Holzberg Wealth Management in Corte Madera, CA and the surrounding communities.

Financial Advisor Overview

Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets.

Financial Advisor Experience

Marcus Holzberg, CFP® is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Prior to joining the firm, Marcus worked for the private equity and consulting firm, AlphaSights, in downtown San Francisco. From there, he moved to Manhattan working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, Marcus consulted on numerous Oscar-winning films and worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, and brand relations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

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, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes