Marcus Gold, MBA, FSCP®
I am a highly skilled and dedicated financial professional with a focus on assisting pre-retirees and retirees in achieving their financial goals. I have helped numerous individuals and families navigate the complexities of financial strategies, retirement, investments, and insurance.
I have a passion for working with pre-retirees and retirees that stems from my belief that everyone deserves a comfortable and worry-free retirement. I understands the unique challenges and concerns faced by individuals in this stage of life and strives to provide comprehensive and personalized solutions to address their specific needs.
I employ an array of solutions to design financial strategies with your specific needs in mind. I believe that each client's financial situation is unique and requires a tailored strategy. By conducting in-depth assessments of their financial goals, risk tolerance, and lifestyle aspirations, I develop personalized retirement strategy that align with their objectives. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. I hold a MBA in finance, the designation of Financial Services Certified Professional (FSCP) ,Series 6 and 63 security licenses and have participated in New York Life's well-known training program, NYLIC University.