Joanne Marion (CFP®, CPA, MBA)

Joanne Marion focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Although I specialize in working with clients to develop a comprehensive financial plan to help them achieve their goals, I also have clients who are interested in a more focused approach where we concentrate on developing an investment portfolio, planning for retirement or addressing another major concern that they currently have. .

Additional Information

Joanne has been a CPA since 1981 and earned her Certificate in Financial Planning from Boston University in 2007. She also worked for over twenty years in financial management positions at Novartis (formerly Ciba Geigy) and Bayer Healthcare (formerly Schering AG.)

NAPFA Start Date

October 20, 2010


This Office

2454 Trelawn St Yorktown Heights, NY 10598-3833 Phone: (914) 584-0518 Fax: (866) 910-9880