Marc Schindler (CFP®)
Marc Schindler focuses in the
following client markets or areas of practice:
- Divorce Planning
- High Net Worth Client Needs
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
- Divorce Planning
- High Net Worth Client Needs
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
- Women's Financial Planning Issues
Planning Specialties
Pivot Point Advisors offers Personalized Investment Management, Comprehensive Financial Planning, Asset Allocation, Retirement Planning, Education Planning and Employee Benefits Planning.
Additional Information
Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients’ needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.
NAPFA Start Date
August 21, 2006
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.