Marc’s Bio

As President and CEO of Freedman Financial, Marc Freedman leads the firm's client experience, business development, marketing initiatives, and overall strategic direction. As a second-generation financial planner, Marc continues the legacy established by his father, Barry Freedman, who founded Freedman Financial in 1968. Marc joined the firm in 1991 and has spent more than three decades helping guide its growth while remaining committed to the values and personalized service upon which the firm was built.

Marc's responsibilities include conducting initial consultations, presenting financial plans and investment strategies, facilitating client meetings, and driving the firm's branding and growth efforts. Since joining the firm, he has become known for his energetic client meetings, engaging presentations, and ability to deliver "Financial Advice in a Language You Can Understand®."

A sought-after speaker, Marc regularly presents throughout the United States and internationally on financial planning, retirement, and wealth management topics. He is also the host of the weekly podcast Dollars & Sense, available on all major streaming platforms. For twelve years, Marc hosted the popular Dollars & Sense radio show on Northshore 104.9, helping listeners better understand personal finance and investing.

A respected author and communicator, Marc has written two books, Retiring with Confidence for the GENIUS and Oversold and Underserved. Through his speaking, writing, podcasts, webinars, and media appearances, he has dedicated his career to making complex financial topics approachable and understandable.

Beyond his professional accomplishments, Marc is deeply committed to community service and leadership. He is the Founding President of Congregation Ahavat Olam in North Andover, Massachusetts. Together with his wife, Laura, he has operated the B'nai B'rith Booth at the Topsfield Fair for more than fifteen years and hosts the fair's annual Quarter-Pound Hebrew National Hot Dog Eating Contest.

Passionate about financial literacy, Marc regularly speaks at area high schools, Babson College, and Merrimack College, helping students develop practical money management skills and build a stronger financial future.

An enthusiastic supporter of community theater and the arts, Marc can often be found emceeing charity fundraisers, hosting karaoke events, or entertaining audiences at the piano. He is also an avid traveler and devoted fan of the Boston Celtics, Red Sox, and Patriots.

Marc graduated from Babson College in 1989 and is a Certified Financial Planner™ professional. He maintains his Series 7, 24, and 63 securities registrations through LPL Financial. In 1985 and 1986, he traveled with Up with People, the international leadership and cultural exchange organization, an experience that helped shape his lifelong passion for communication, leadership, and service.

Marc enjoys public speaking, traveling, playing piano, hosting karaoke shows, and discovering new restaurants. He and Laura have been married for 34 years and are the proud parents of five children: Mindy, Ilana, Jerry, Noah, and Corey, who now works alongside his father at Freedman Financial, continuing the family's third generation of service to clients and the community.

Check Marc’s background on FINRA’s BrokerCheck.

Marion’s Bio

As a Managing Partner in the firm, Marion is responsible for:

• Overseeing investment research and management
• Creating asset allocation models aligned with client goals
• Meeting with clients to discuss their overall financial needs and goals
• Developing and monitoring financial planning strategies
• Delivering ongoing financial advice

Marion joined Freedman Financial in 2000, after many years of teaching Finance and Investments at Bentley College, Johnson & Wales University, and North Shore Community College. She is passionate about developing relationships with clients and helping them understand how to work towards their financial goals.

In her previous career, she was a pastry chef, pursuing a fascination she developed while living in France during her junior year in college.

Marion received a BA from Connecticut College, an MBA from Bentley College, and an MA in Economics from the University of New Hampshire. She is a CERTIFIED FINANCIAL PLANNER^TM professional and maintains her Series 7, 24, 63, and 65 securities registrations through LPL Financial.

She has had a long-time involvement in the local community including as a volunteer in the Middleton Public Schools along with serving on the Board of Trustees and as treasurer for the Flint Public Library. She has also enjoyed being a presenter for the Women in Science and Engineering (W.I.S.E.) program and the nonprofit organization, Massachusetts Women in Public Higher Education, and a board member and treasurer of the Peabody Chamber of Commerce.

Residing in Middleton, MA, she is married to Richard and has one son. She and her family are avid travelers. They enjoy exploring other cultures and discovering new food and wine. She still never misses an opportunity to visit a pastry shop.

She is a devoted walker, so be sure to say hello if you meet her on the path.

Check Marion’s background on FINRA’s BrokerCheck.

Christian’s Bio

As Partner and Director of Financial Planning at Freedman Financial, Christian works closely with individuals and families to help them navigate life's financial complexities with confidence. He believes financial planning is about far more than numbers, investments, or spreadsheets. At its core, it is about helping people make informed decisions, pursue meaningful goals, and feel confident about their financial future.

Christian joined Freedman Financial in 2017 and quickly became an integral part of the firm's long-term vision. Nearly a decade later, Christian leads the firm's financial planning initiatives and works closely with clients to develop strategies that integrate retirement planning, tax planning, estate planning, insurance planning, and investment management. As a CERTIFIED FINANCIAL PLANNER™ professional and Tax Planning Certified Professional™ (TPCP™), he is passionate about helping clients understand the opportunities available to them and empowering them to make thoughtful financial decisions. He also maintains his Series 7 and 66 registrations through LPL Financial.

In 2026, Christian was named a Partner of Freedman Financial, an important milestone in both his career and the firm's long-term continuity plan. He is proud to help lead a firm built on lasting relationships, objective advice, and a commitment to putting clients first. As Partner, he remains focused on preserving the values that have defined Freedman Financial for generations while helping guide its continued growth and evolution.

Originally from Wisconsin, Christian now lives in Charlestown with his wife, Jessica, and their two cats, Penelope and Kirk. Outside of the office, he is actively involved with Harvest on Vine, Charlestown's community food pantry, where he enjoys supporting efforts to assist neighbors in need.

Christian is passionate about lifelong learning, financial education, and helping others achieve greater confidence in their financial lives. He believes some of the best financial advice begins with listening, and that strong relationships remain the foundation of great planning.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Sonia’s Bio

Sonia manages client operations at Freedman Financial, overseeing new account openings, account maintenance, transfers, and the many details that keep client relationships running smoothly. With almost two decades of industry experience, she is known for her reliability, attention to detail, and unwavering commitment to serving clients with accuracy and efficiency.

A lifelong North Shore resident, Sonia enjoys spending time with her husband and daughter. A devoted sports fan, she rarely misses an opportunity to talk Patriots football or Celtics basketball.

Outside of the office, Sonia can often be found supporting her daughter's activities or spending time at home with her two dogs, who provide a daily reminder that not everything in life can be organized like her RMD spreadsheet!

Jodi’s Bio

As Director of First Impressions, Jodi is often the first point of contact for clients and visitors at Freedman Financial. She helps coordinate appointments, client communications, events, newsletters, and office operations, playing an important role in creating the welcoming experience clients have come to expect from the firm.

Jodi enjoys helping clients feel comfortable, connected, and right at home while supporting the day-to-day activities that keep the office running smoothly.

Outside the office, Jodi enjoys spending time with family and friends, attending live music events, and maintaining her unofficial expertise in the art of the concert tailgate. A lifelong Jimmy Buffett fan, she is always happy to talk travel, share stories, or find an excuse to visit Margaritaville.

Jodi believes that a warm welcome and a good sense of humor can make any day a little brighter.