Experience
Marc Leven has more than 12 years of experience helping high-net-worth individuals and families discover their “next” and efficiently plan for it with investment strategies tailored to their specific needs.
As a CERTIFIED FINANCIAL PLANNER® professional, Marc has deep experience with financial planning, asset management and retirement guidance. As new financial opportunities or challenges arise in his clients’ lives, Marc brings them peace of mind that their investment strategies are aligned with their unique financial situations for the long term.
Education & Affiliations
Marc earned a Bachelor of Business Administration from the University of Miami. Throughout college and his early career, he coached soccer for the JCC Maccabi Games, winning multiple gold medals in international competitions. When he’s not helping clients with their wealth planning needs, Marc enjoys traveling with his wife and children.