Marc S. Freedman, CFP® By

Marc’s Bio

As head of the firm, Marc is responsible for:

  • Overseeing overall management, compliance, marketing and operations
  • Conducting initial consultations
  • Presenting financial plans and investment strategies
  • Managing and facilitating client meetings
  • Business Development

Since joining Freedman Financial in 1991, Marc has become known for his dynamic client meetings, enthusiastic presentations, and delivering financial advice in a language you can understand®. He is quoted both nationally and abroad on financial planning issues in print, television, and social media. Since, 2013 Marc has hosted a weekly radio show; Dollars & Sense on Northshore 104.9FM, it can be heard 8-9am every Sunday morning. As a respected orator and writer, he has also authored Retiring for the Genius and Oversold and Underserved,  available on Amazon.com.

Marc is committed to serving the local community. He and his wife, Laura have run the B’nai Brith Booth at the Topsfield Fair for more than 10 years where more than 200 volunteers are needed to feed hungry fairgoers. Recently, he became past president of Temple Emanuel, Andover, MA after serving the community as a lay leader for eight years. Marc regularly speaks to high school students and not-for-profit entities about financial literacy. He is also an avid supporter of community theater and the arts. You can oftentimes find him emceeing a charity fundraiser, hosting a Karaoke event, or playing piano at a local eatery.

A graduate of Babson College, Marc is a CERTIFIED FINANCIAL PLANNERTM professional and maintains his Series 7, 24 and 63 securities registrations through LPL Financial. In 1985-1986, he traveled with the international music and leadership organization, “Up with People”. An avid fan of the Boston Red Sox, Celtics, and Patriots. He enjoys playing piano, hosting karaoke shows, public speaking, eating out, and traveling.

Marc and his wife Laura have been married for 29 years and are the proud parents of five children, Mindy, Ilana, Jerry, Noah, and Corey.

Check Marc’s background on FINRA’s BrokerCheck.

 

Back to Blog

Newsletter Sign-Up

Sign up today for Freedman Financial’s ‘Planning Pointers’; weekly advice for your financial life 'in a language you can understand'®.

  • This field is for validation purposes and should be left unchanged.