AeroLeads people directory · profile

Bill Marbit Email & Phone Number

Helping medical professionals achieve financial balance and protection from wealth-eroding factors at Certified Financial Services
Location: Paramus, New Jersey, United States 2 work roles 1 school
1 work email found @cfsllc.com 2 phones found area 201 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email b****@cfsllc.com
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Certified Financial Services
Role
Helping medical professionals achieve financial balance and protection from wealth-eroding factors
Location
Paramus, New Jersey, United States

Who is Bill Marbit? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Marbit is listed as Helping medical professionals achieve financial balance and protection from wealth-eroding factors at Certified Financial Services, based in Paramus, New Jersey, United States. AeroLeads shows a work email signal at cfsllc.com, phone signal with area code 201, and a matched LinkedIn profile for Bill Marbit.

Bill Marbit previously worked as Financial Advisor at Certified Financial Services and President/Owner at Reader'S Stationery. Bill Marbit holds Ba, Speech Therapy from City University Of New York-Brooklyn College.

Company email context

Email format at Certified Financial Services

This section adds company-level context without repeating Bill Marbit's masked contact details.

{first_initial}{last}@cfsllc.com
86% confidence

AeroLeads found 1 current-domain work email signal for Bill Marbit. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Bill Marbit

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/

Current workplace

Bill Marbit's current company

Company context helps verify the profile and gives searchers a useful next step.

Certified Financial Services
Certified Financial Services
Helping medical professionals achieve financial balance and protection from wealth-eroding factors
AeroLeads page
Company profile
View company profile Email format
2 roles · 50 years

Bill Marbit work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Certified Financial Services

Paramus, Nj

My 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

Jan 2004 - Present

President/Owner

Reader'S Stationery

Greater New York City Area

President and owner of a community-based retail store specializing in office supplies, printing, commercial stationery products.

1977 - 2003 ~26 yrs
1 education record

Bill Marbit education

  • City University Of New York-Brooklyn College
    City University Of New York-Brooklyn College
    Speech Therapy
FAQ

Frequently asked questions about Bill Marbit

Quick answers generated from the profile data available on this page.

What company does Bill Marbit work for?

Bill Marbit works for Certified Financial Services.

What is Bill Marbit's role at Certified Financial Services?

Bill Marbit is listed as Helping medical professionals achieve financial balance and protection from wealth-eroding factors at Certified Financial Services.

What is Bill Marbit's email address?

AeroLeads has found 1 work email signal at @cfsllc.com for Bill Marbit at Certified Financial Services.

What is Bill Marbit's phone number?

AeroLeads has found 2 phone signal(s) with area code 201 for Bill Marbit at Certified Financial Services.

Where is Bill Marbit based?

Bill Marbit is based in Paramus, New Jersey, United States while working with Certified Financial Services.

What companies has Bill Marbit worked for?

Bill Marbit has worked for Certified Financial Services and Reader'S Stationery.

How can I contact Bill Marbit?

You can use AeroLeads to view verified contact signals for Bill Marbit at Certified Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Bill Marbit attend?

Bill Marbit holds Ba, Speech Therapy from City University Of New York-Brooklyn College.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.