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
  • Delivering ongoing financial advice
  • 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.

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 27 years and are the proud parents of five children, Mindy, Ilana, Jerry, Noah and Corey.

Check Marc’s background on FINRA’s BrokerCheck.

 

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