Marc Wambaugh, Cfp®
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Marc Wambaugh, Cfp® Email & Phone Number

Wealth Advisor at Carson Wealth
Location: Cincinnati, Ohio, United States 7 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Carson Wealth
Role
Wealth Advisor
Location
Cincinnati, Ohio, United States
Company size
284 employees

Who is Marc Wambaugh, Cfp®? Overview

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Quick answer

Marc Wambaugh, Cfp® is listed as Wealth Advisor at Carson Wealth, a with 284 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Marc Wambaugh, Cfp®.

Marc Wambaugh, Cfp® previously worked as Wealth Advisor at Total Wealth Planning, Llc and Financial Advisor at Cassady Schiller Wealth Management, Llc. Marc Wambaugh, Cfp® holds Ba, Classics from The Ohio State University.

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Email format at Carson Wealth

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Carson Wealth

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Profile bio

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.

Current workplace

Marc Wambaugh, Cfp®'s current company

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Carson Wealth
Carson Wealth
Wealth Advisor
Cincinnati, OH, US
Website
carsonwealth.com
Employees
284
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Company profile
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7 roles · 30 years

Marc Wambaugh, Cfp® work experience

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

Wealth Advisor

Total Wealth Planning, Llc

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.

Financial Advisor

Cassady Schiller Wealth Management, Llc

Registered Investment Advisor

Jun 2006 - Dec 2020

Investment Advisor

Mass Mutual Financial Group
2002 - 2004 ~2 yrs

Investment Associate

Ubs
1999 - 2002 ~3 yrs

Advisor Assistant

Lifetime Financial Planning
1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at Carson Wealth

Other employees you can reach at carsonwealth.com. View company contacts for 284 employees →

CH Cara Houston Cara Houston Colleague at Carson WealthStatesville, North Carolina, United States View → MD Matt Dorn Matt Dorn Colleague at Carson WealthTekamah, Nebraska, United States View → SM Shawn M. Shawn M. Colleague at Carson WealthAlpharetta, Georgia, United States View → JP Jeffrey P. Couzens Cfp® Jeffrey P. Couzens Cfp® Colleague at Carson WealthWallingford, Connecticut, United States View → DL Diane Lania Diane Lania Colleague at Carson WealthFoxborough (Foxboro), Massachusetts, United States View → ZV Zach Vande Weerd, Cpa Zach Vande Weerd, Cpa Colleague at Carson WealthPella, Iowa, United States View → GJ Grace Jackson, Mba Grace Jackson, Mba Colleague at Carson WealthNevada, Missouri, United States View → DS Drew Schlipman Drew Schlipman Colleague at Carson WealthQuincy, Illinois, United States View → MM Mary Mcdonald Mary Mcdonald Colleague at Carson WealthOmaha, Nebraska, United States View → RK Rachel Kramarchuk, Mba, Cepa Rachel Kramarchuk, Mba, Cepa Colleague at Carson WealthLittleton, Colorado, United States View →
2 education records

Marc Wambaugh, Cfp® education

FAQ

Frequently asked questions about Marc Wambaugh, Cfp®

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

What company does Marc Wambaugh, Cfp® work for?

Marc Wambaugh, Cfp® works for Carson Wealth.

What is Marc Wambaugh, Cfp®'s role at Carson Wealth?

Marc Wambaugh, Cfp® is listed as Wealth Advisor at Carson Wealth.

Where is Marc Wambaugh, Cfp® based?

Marc Wambaugh, Cfp® is based in Cincinnati, Ohio, United States while working with Carson Wealth.

What companies has Marc Wambaugh, Cfp® worked for?

Marc Wambaugh, Cfp® has worked for Carson Wealth, Total Wealth Planning, Llc, Cassady Schiller Wealth Management, Llc, Fidelity Investments, and Mass Mutual Financial Group.

Who are Marc Wambaugh, Cfp®'s colleagues at Carson Wealth?

Marc Wambaugh, Cfp®'s colleagues at Carson Wealth include Cara Houston, Matt Dorn, Shawn M., Jeffrey P. Couzens Cfp®, and Diane Lania.

How can I contact Marc Wambaugh, Cfp®?

You can use AeroLeads to view verified contact signals for Marc Wambaugh, Cfp® at Carson Wealth, including work email, phone, and LinkedIn data when available.

What schools did Marc Wambaugh, Cfp® attend?

Marc Wambaugh, Cfp® holds Ba, Classics from The Ohio State University.

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