Marc Wambaugh, Cfp®

Marc Wambaugh, Cfp® Email and Phone Number

Wealth Advisor @ Carson Wealth
Cincinnati, OH, US
Marc Wambaugh, Cfp®'s Location
Cincinnati, Ohio, United States, United States
About Marc Wambaugh, Cfp®

My financial services career started in 1997. I worked in the broker dealer environment until 2006, starting out as a broker assistant and eventually moving into an advisor role. I like to help hard working people make sense of the financial world and cut through the noise that Wall Street puts out. I keep financial planning straightforward, so clients will find value in simplifying their financial lives.

Marc Wambaugh, Cfp®'s Current Company Details
Carson Wealth

Carson Wealth

View
Wealth Advisor
Cincinnati, OH, US
Website:
carsonwealth.com
Employees:
284
Marc Wambaugh, Cfp® Work Experience Details
  • Carson Wealth
    Wealth Advisor
    Carson Wealth
    Cincinnati, Oh, Us
    View
  • Total Wealth Planning, Llc
    Wealth Advisor
    Total Wealth Planning, Llc Jun 2021 - Present
    Blue Ash, Ohio, United States
    We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
    View
  • Cassady Schiller Wealth Management, Llc
    Financial Advisor
    Cassady Schiller Wealth Management, Llc Jun 2006 - Dec 2020
    Registered Investment Advisor
  • Fidelity Investments
    Investment Advisor
    Fidelity Investments 2004 - 2006
    View
  • Mass Mutual Financial Group
    Investment Advisor
    Mass Mutual Financial Group 2002 - 2004
  • Ubs
    Investment Associate
    Ubs 1999 - 2002
    View
  • Lifetime Financial Planning
    Advisor Assistant
    Lifetime Financial Planning 1997 - 1999

Marc Wambaugh, Cfp® Education Details

Frequently Asked Questions about Marc Wambaugh, Cfp®

What company does Marc Wambaugh, Cfp® work for?

Marc Wambaugh, Cfp® works for Carson Wealth

What is Marc Wambaugh, Cfp®'s role at the current company?

Marc Wambaugh, Cfp®'s current role is Wealth Advisor.

What schools did Marc Wambaugh, Cfp® attend?

Marc Wambaugh, Cfp® attended The Ohio State University, Northern Kentucky University.

Who are Marc Wambaugh, Cfp®'s colleagues?

Marc Wambaugh, Cfp®'s colleagues are Brenda Robinson, Lisa Thuer, Allan Sheahan Cfp®, Ty Vogele, Peggy Monahan, Megan Brillhart, Nolan Schultz, Cfp®.

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