Marcus Holzberg (CFP®)
Marcus Holzberg focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Medical Professionals
- Millennials
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Medical Professionals
- Millennials
Additional Information
Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.
NAPFA Start Date
January 17, 2023