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.