Marcus Fryar (AWMA, CFP®, ChFC®, CRPC®, MBA)
Marcus Fryar focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Professional Athletes or Entertainers
- Women's Financial Planning Issues
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Professional Athletes or Entertainers
- Women's Financial Planning Issues
Planning Specialties
Comprehensive Financial Planning Retirement Accumulation and Distribution Strategies Wealth Accumulation and Preservation Strategies Protection Planning, Family Security and Insurance Needs Analysis Estate Planning Investment Management and Asset Allocation Strategies Sports and Entertainment/High Net Worth Individuals Education Planning Charitable Giving Compensation and Employee Benefits Strategies Cash Flow and BudgetingAdditional Information
Marcus' breadth of experience comes from working with individuals, business owners and small business clients as both an accountant and tax and financial advisor since 2002. His prior corporate experience includes being a Claim Specialist for State Farm Insurance and a Contract Manager for Nortel Networks. Marcus is passionate about his community and in teaching our youth about money. He has served as an Adjunct Professor in the School of Business at North Carolina Central University and has been a guest lecturer for the graduating MBAs at the Fuqua School of Business at Duke University. Marcus holds a Bachelor of Arts degree in Mathematics from the University of North Carolina at Chapel Hill and a Masters in Business Administration from Pfeiffer University. His professional designations include the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPCTM), and he is a member of the Financial Planning Association. Marcus has two daughters, Brooke and Erin, and has been married to his wife, Nicki, for 26 years. In his spare time, he enjoys playing golf, attending Brooke's volleyball games at Gardner Webb University, and traveling with Erin as a competitive cheerleader.NAPFA Start Date
July 05, 2022
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