Todd Marschall

Todd Marschall

Wealth Management Advisor

  • CFP®
FINRA BrokerCheck
  • CA License: #0M92511

420 Lexington Avenue, Suite 2840
New York, NY 10170
203-653-2110 Visit my website

About my practice

After working at a hedge fund, I decided I wanted to take a more personal approach when it came to financial security. As a CERTIFIED FINANCIAL PLANNER™ professional, our team of 7 specializes in helping individuals quantify their goals by creating and executing a financial plan designed to mitigate their risk and increase their tax efficiency. I'm also a football and baseball fan supporting the Jets and Mets.

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