Marc Freedman Cfp® At Freedman Financial
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Marc Freedman Cfp® At Freedman Financial Email & Phone Number

President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense at Freedman Financial
Location: Peabody, Massachusetts, United States 9 work roles 4 schools
1 work email found @freedmanfinancial.com 5 phones found area 978, 631, and 713 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email m****@freedmanfinancial.com
Direct phone (978) ***-****
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Current company
Freedman Financial
Role
President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense
Location
Peabody, Massachusetts, United States

Who is Marc Freedman Cfp® At Freedman Financial? Overview

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Marc Freedman Cfp® At Freedman Financial is listed as President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense at Freedman Financial, based in Peabody, Massachusetts, United States. AeroLeads shows a work email signal at freedmanfinancial.com, phone signal with area code 978, 631, 713, and a matched LinkedIn profile for Marc Freedman Cfp® At Freedman Financial.

Marc Freedman Cfp® At Freedman Financial previously worked as CEO/President Owner at Freedman Financial and LPL Financial Registered Representative at Lpl Financial. Marc Freedman Cfp® At Freedman Financial holds Bachelors Of Science In Management, Marketing from Babson College.

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{first}@freedmanfinancial.com
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AeroLeads found 1 current-domain work email signal for Marc Freedman Cfp® At Freedman Financial. Compare company email patterns before reaching out.

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About Marc Freedman Cfp® At Freedman Financial

FINANCIAL ADVISORA second generation certified financial planner, CFP® and founder of MSF Productions, I've made it my personal crusade to communicate 'Financial advice in a language you can understand™',AUTHOR For Consumers - Latest book 'Retiring for the GENIUS', is designed to help 'Mass Affluent Retirees' prepare and live in retirement. Available at Amazon. (* 'Retiring for the Genius' is not affiliated with or endorsed by LPL Financial.*)For Advisors - The best-selling 'Oversold and Underserved, is a financial planner’s guidebook to serving the Mass Affluent'. SPEAKERWhether a Consumer; Advisor or Executive Team audience, tailored presentations are created for each event covering topics requested by the host; latest trends in the financial planning profession, best practices and/or practice management issues. International audiences have included: Singapore, Germany, Brazil, Austria, Fiji, Thailand and the Netherlands. THOUGHT LEADER to ADVISORSI created turnkey White Board Videos that help an advisor share real world financial challenges and potential resolution to clients/prospects.EXPERT GUEST ON:📺 Fox25 Morning News, quoted in national media outlets like the Wall Street Journal, Reader’s Digest, Money Magazine, Business Week, USA Today, Washington Post, Fortune Magazine, The Journal for Financial Planning, Financial Planning Magazine, Investment Advisor Magazine and the Boston Globe.RADIO HOST🎙 ‘Dollars & Sense’ Providing straight-forward, easy-to-understand, financial advice in a language you can understand. Show Podcast: https://www.freedmanfinancial.com/our-radio-show-dollars-and-sense________________________________________________Contact me at: ☎: (978) 531-8108 | email: marc@freedmanfinancial.com | Freedman Financial 41 Cross St, 2nd Floor Peabody, MA 01960

Listed skills include Retirement Planning, Financial Planning, Investments, Investment Advisory, and 28 others.

Current workplace

Marc Freedman Cfp® At Freedman Financial's current company

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Freedman Financial
Freedman Financial
President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense
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9 roles · 42 years

Marc Freedman Cfp® At Freedman Financial work experience

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Ceo/President Owner

Current
Freedman Financial

Peabody, Ma, Us

Owner and President* of a second generation, community-based financial planning firm serving individuals and families living on the North Shore of Boston. The firm serves more than 550 clients, managing more than $700M as of January 2024 and providing comprehensive financial planning services. We seek to provide our clients confidence through sound genuine financial planning strategies.(*Named President in 2007) Securities offered through LPL Financial, Member FINRA/SIPC. | Please refer to 'Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.freedmanfinancial.com.

Jul 1991 - Present

Lpl Financial Registered Representative

Current
Lpl Financial

San Diego, Ca, Us

Investment advice offered through Freedman Financial, a registered investment advisorand separate entity from LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPC.

Jul 1991 - Present

Founding President

Current
Congregation Ahavat Olam, North Andover

Congregation Ahavat Olam was launched with the belief that Jews around the world need to celebrate being Jewish. We are agnostic to whether you grew up Reform, Conservative, Orthodox or some other variation. We don't judge you based on the flag you fly, the hat you wear, when you light your candles, the number of days you celebrate a holiday or what you wear to shul. You will always be welcome - and made to feel welcome. Led by Rabbi Idan Irelander, our services, programs and spirituality is delivered through our collective love and appreciation of music. It is central to how we deliver our message, and I welcome you to learn more about us. www.ahavatolam4all.org. Want to receive our weekly newsletter? Drop me a message.

Jul 2022 - Present

Author Of 'Retiring For The Genius | Motivational Speaker | Financial Literacy

Current
Msf Productions

Latest Book 'RETIRING FOR THE GENIUS' Now available on Amazon, Get your copy here: www.amazon.com/Marc-S.-FreedmanI am currently booking speaking opportunities and book signings for 2016 calendar year for the following groups: ❶ Client/consumer facing audiences with the desire to LEARN and increase their financial literacy levels.❷ Investment Companies Seeking the Secrets on How Their Wholesalers Can Get Their Foot in the Door of Independent Advisor Offices. ❸ Investment Companies/BDs/Associations - on Helping Advisors Gain Greater Traction and Profitability from the Mass Affluent Marketplace.“Retiring for the Genius is not affiliated with or endorsed by LPL Financial.”

Oct 2007 - Present

On Air Host "Dollars & Sense" Radio Show 104.9 8A-9A Every Sunday 🎧

North Shore 104.9 Fm

Us

🎧 Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense"​ provides straight-forward, easy-to-understand, financial advice in a language you can understand.If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.comTune in Sunday mornings 8:00 - 9:00a for Dollars & Sense with Freedman Financial our weekly radio program. www.northshore1049.com

Jan 2013 - May 2023

On Air Host "Dollars & Sense" Radio Show

96.9Fm Wtkk Boston Talks

Tune in Sundays from 4-5pm for Dollars & Sense with Freedman Financial for our weekly live call-in radio program, where listeners can ask question about financial planning topics. www.969bostontalks.com

Jan 2012 - Jan 2013

Author

Fpa Press - Author

Recently published the book. "Oversold and Underserved - a financial planner's guide to serving the mass affluent" Available 10/1/08 in the FPA Store at www.fpanet.org

Oct 2007 - 2012

Entertainer And Messenger Of Goodwill 🎶

Up With People
1985 - 1986 ~1 yr
4 education records

Marc Freedman Cfp® At Freedman Financial education

Bachelors Of Science In Management, Marketing

Babson College

Journalism, Marketing

University Of Massachusetts Amherst

Music, Communications And International Relations

Up With People

Education record

Peabody High School
FAQ

Frequently asked questions about Marc Freedman Cfp® At Freedman Financial

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What company does Marc Freedman Cfp® At Freedman Financial work for?

Marc Freedman Cfp® At Freedman Financial works for Freedman Financial.

What is Marc Freedman Cfp® At Freedman Financial's role at Freedman Financial?

Marc Freedman Cfp® At Freedman Financial is listed as President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense at Freedman Financial.

What is Marc Freedman Cfp® At Freedman Financial's email address?

AeroLeads has found 1 work email signal at @freedmanfinancial.com for Marc Freedman Cfp® At Freedman Financial at Freedman Financial.

What is Marc Freedman Cfp® At Freedman Financial's phone number?

AeroLeads has found 5 phone signal(s) with area code 978, 631, 713 for Marc Freedman Cfp® At Freedman Financial at Freedman Financial.

Where is Marc Freedman Cfp® At Freedman Financial based?

Marc Freedman Cfp® At Freedman Financial is based in Peabody, Massachusetts, United States while working with Freedman Financial.

What companies has Marc Freedman Cfp® At Freedman Financial worked for?

Marc Freedman Cfp® At Freedman Financial has worked for Freedman Financial, Lpl Financial, Congregation Ahavat Olam, North Andover, Msf Productions, and North Shore 104.9 Fm.

How can I contact Marc Freedman Cfp® At Freedman Financial?

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

What schools did Marc Freedman Cfp® At Freedman Financial attend?

Marc Freedman Cfp® At Freedman Financial holds Bachelors Of Science In Management, Marketing from Babson College.

What skills is Marc Freedman Cfp® At Freedman Financial known for?

Marc Freedman Cfp® At Freedman Financial is listed with skills including Retirement Planning, Financial Planning, Investments, Investment Advisory, Financial Advisory, Public Relations, Wealth Management, and Asset Management.

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