Marc Linsky
President, CFP at L3 Family Wealth Partners- Claim this Profile
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Bio
Lisa Linsky
Marc is a hands-on financial services professionals who cares about his client and understands the importance of client service. He is committed and professional and listens to what his clients want. An experienced professional who thinks out of the box.
Lisa Linsky
Marc is a hands-on financial services professionals who cares about his client and understands the importance of client service. He is committed and professional and listens to what his clients want. An experienced professional who thinks out of the box.
Lisa Linsky
Marc is a hands-on financial services professionals who cares about his client and understands the importance of client service. He is committed and professional and listens to what his clients want. An experienced professional who thinks out of the box.
Lisa Linsky
Marc is a hands-on financial services professionals who cares about his client and understands the importance of client service. He is committed and professional and listens to what his clients want. An experienced professional who thinks out of the box.
Experience
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L3 Family Wealth Partners
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United States
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Investment Management
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1 - 100 Employee
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President, CFP
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Jul 1970 - Present
At L3 Family Wealth Partners our family business focuses on creating customized comprehensive financial plans to help you and your family achieve your financial goals. As you and your family’s financial partners, it is our mission to educate and assist in building assets during your Life, create Longevity and income during your retirement, and provide a Legacy plan for generations. At L3 Family Wealth Partners our family business focuses on creating customized comprehensive financial plans to help you and your family achieve your financial goals. As you and your family’s financial partners, it is our mission to educate and assist in building assets during your Life, create Longevity and income during your retirement, and provide a Legacy plan for generations.
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Summit Financial Networks, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner, CFP
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Oct 2014 - Jul 2015
Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession. Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession.
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Lincoln Financial Network
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United States
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Financial Services
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700 & Above Employee
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President - E Street Financial, LLC
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Jan 2003 - Oct 2014
Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession. Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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First Vice President
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Dec 1986 - Jan 2003
Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession. Financial Advisor specializing in retirement and financial planning with an emphasis on assisting people in the medical profession.
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Education
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1980 - 1984
Penn State University
Bachelor's Degree, Marketing and Economics
Community
