Bill Marbit Email and Phone Number
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Bill Marbit personal email
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I meet many people who are financially unbalanced. They have holes in their financial affairs or have too many eggs in one basket, or are impeded in their accomplishments by seemingly unrelated financial decisions. So we focus on balance. That is achieved by breaking free of traditional financial thinking.My practice has grown to include hundreds of physicians and professionals in the medical field. I have found that they are uncommon…not from a medical perspective…but from a financial one. Working with residents, fellows and practicing physicians across the country, I see that they are not as prepared as they should be to face the business side of medicine or to make prudent financial decisions. I focus on educating medical professionals about topics not covered during their formal education, namely those involving the business aspects of medicine. I encourage them to challenge the traditional ways of thinking about money and to help them to avoid implementing products that are not going to be beneficial to them over time. To do this, I utilize an exclusive online advanced planning tool entitled The Living Balance Sheet® to help my clients to become highly organized. It provides a single access, wide-angle view of four critical financial domains: Protection, Assets, Liabilities and Cash Flow. I use this tool to help my clients to sort through the confusion and misconceptions prevalent in today’s financial climate and to move to an elevated level of financial balance./COMPLIANCE:2023-5692/
Certified Financial Services
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Financial AdvisorCertified Financial Services Jan 2004 - PresentParamus, NjMy goal has always been to advise clients how to maintain optimal personal protection and use efficient wealth building strategies to accumulate and distribute wealth, lower the cost of debt, and prioritize cash flow decisions.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2020 Guardian.CA License #OG50328
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President/OwnerReader'S Stationery 1977 - 2003Greater New York City AreaPresident and owner of a community-based retail store specializing in office supplies, printing, commercial stationery products.
Bill Marbit Education Details
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City University Of New York-Brooklyn CollegeSpeech Therapy
Frequently Asked Questions about Bill Marbit
What company does Bill Marbit work for?
Bill Marbit works for Certified Financial Services
What is Bill Marbit's role at the current company?
Bill Marbit's current role is Helping medical professionals achieve financial balance and protection from wealth-eroding factors.
What is Bill Marbit's email address?
Bill Marbit's email address is bm****@****llc.com
What is Bill Marbit's direct phone number?
Bill Marbit's direct phone number is +120184*****
What schools did Bill Marbit attend?
Bill Marbit attended City University Of New York-Brooklyn College.
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