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

Planning Specialties

Investment Management

NAPFA Start Date

October 19, 2012

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This Office

10815 Rancho Bernardo Rd Ste 230 San Diego, CA 92127-2189 Phone: (858) 485-8547 Fax: (858) 485-8577