Marc Roland (CFP®, CPA, MSBA, MST)
Marc Roland focuses in the
following client markets or areas of practice:
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Investment Management
NAPFA Start Date
October 19, 2012