Marc Guido, Cfp®, Cbda®

Marc Guido, Cfp®, Cbda® Email and Phone Number

Senior Wealth Advisor at RMR Wealth Builders, Inc. @ Financial Planning Association of New Jersey
Marc Guido, Cfp®, Cbda®'s Location
New York, New York, United States, United States
Marc Guido, Cfp®, Cbda®'s Contact Details

Marc Guido, Cfp®, Cbda® work email

Marc Guido, Cfp®, Cbda® personal email

About Marc Guido, Cfp®, Cbda®

Marc attended Montclair State University to graduate with a Bachelor of Arts degree in Political Science.He also earned the CERTIFIED FINANCIAL PLANNER™ designation through the Boston Institute of Finance.He is an experienced wealth management professional and focuses on providing his clients with comprehensive financial planning strategies which include a concentration in retirement and legacy planning.Currently holding active FINRA Series 7 and 66 securities registrations.Investment advisory services offered through RMR Wealth Builders, Inc., a Registered Investment Adviser. Representatives of RMR do not provide legal or tax advice. https://adviserinfo.sec.gov/ https://www.rmrwealth.com/p/disclosure

Marc Guido, Cfp®, Cbda®'s Current Company Details
Financial Planning Association of New Jersey

Financial Planning Association Of New Jersey

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Senior Wealth Advisor at RMR Wealth Builders, Inc.
Marc Guido, Cfp®, Cbda® Work Experience Details
  • Financial Planning Association Of New Jersey
    Member
    Financial Planning Association Of New Jersey Sep 2022 - Present
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  • Rmr Wealth Builders, Inc.
    Wealth Advisor
    Rmr Wealth Builders, Inc. Feb 2019 - Present
    Montclair, New Jersey, Us
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  • Parabolic Performance & Rehab
    Performance Coach
    Parabolic Performance & Rehab Oct 2018 - May 2019
  • David Elefant Wealth Management Group
    Wealth Service Associate
    David Elefant Wealth Management Group Feb 2016 - Jan 2017
  • Us Army
    Private First Class
    Us Army Jul 2015 - Oct 2015
    Arlington, Virginia, Us
    Training discontinued due to injury.
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  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Apr 2010 - Nov 2014
    St. Louis, Missouri, Us
    View

Marc Guido, Cfp®, Cbda® Skills

Investments Retirement Planning Finance Wealth Management Investment Advisory Asset Allocation Series 7 Retirement Investment Strategies Fixed Annuities Mutual Funds Series 63 401k Rollovers

Marc Guido, Cfp®, Cbda® Education Details

  • Montclair State University
    Montclair State University
    Political Science And Government
  • Montclair State University
    Montclair State University

Frequently Asked Questions about Marc Guido, Cfp®, Cbda®

What company does Marc Guido, Cfp®, Cbda® work for?

Marc Guido, Cfp®, Cbda® works for Financial Planning Association Of New Jersey

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

Marc Guido, Cfp®, Cbda®'s current role is Senior Wealth Advisor at RMR Wealth Builders, Inc..

What is Marc Guido, Cfp®, Cbda®'s email address?

Marc Guido, Cfp®, Cbda®'s email address is mg****@****lth.com

What schools did Marc Guido, Cfp®, Cbda® attend?

Marc Guido, Cfp®, Cbda® attended Montclair State University, Montclair State University.

What skills is Marc Guido, Cfp®, Cbda® known for?

Marc Guido, Cfp®, Cbda® has skills like Investments, Retirement Planning, Finance, Wealth Management, Investment Advisory, Asset Allocation, Series 7, Retirement, Investment Strategies, Fixed Annuities, Mutual Funds, Series 63.

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