Marcus Holzberg (CFP®)

Marcus Holzberg focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

NAPFA Start Date

January 17, 2023

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This Office

24 Hawthorne Lane Corte Madera, CA 94925 Phone: (571) 982-5959