Marc Cimmino, CFA is a highly experienced financial advisor and Chartered Financial Analyst based in Norfolk, VA. With a strong background in finance and a deep understanding of advanced investment analysis, Marc is dedicated to helping clients achieve their long-term financial goals through a process-driven approach to wealth management. He works closely with clients, their accountants, attorneys, and other specialists to create comprehensive plans that grow, protect, and utilize assets in the most tax-efficient way possible. Marc specializes in serving retirees, private business owners, professionals with equity compensation, and individuals looking to make a positive impact through philanthropy.
In addition to his expertise in finance, Marc is an avid mountain biker, trail runner, and triathlete, and he recently completed his first full-distance triathlon. He and his wife Marlana are excited to establish a presence in Denver, Colorado, to better serve clients in the western US and drive further expansion. Marc's commitment to providing personalized and strategic financial guidance has earned him recognition as one of Forbes' Best-in-State Wealth Management Teams in 2023 and 2024.
Generated from the website