Marc Jimenez (CFA, CFP®)

Marc Jimenez focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Real Estate Investments
  • Tax Planning

Planning Specialties

Many of our clients require holistic fiancial planning to better manage risk and reduce concentrated wealth issues. For example, many hold concentrated company stock, an illiquid business equity position, or have yet not established a tax-efficient withdrawal strategy for retirement. As a result, we help our clients make smart decisions in order to reduce taxes and provide a better way to protect their financial health.  

Founded on decades of experience in providing advanced planning solutions and capital markets expertise to individual and institutional clientele. We focus on engaging the needs of our clients to increase the quality of their life. Our firm is committed to innovation through rigorous academic research as we continue to best serve a multi-generational audience.

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Additional Information

For fun Marc enjoys all-things outdoors and watching college football. He is also heavily involved in the local chess community. As a longtime member of the USCF, and having competed and coached himself for over 35 years, Marc continues to volunteer, participate, and support the growth of chess in the local community for children of all ages. He also launched, Clocks for Kids, benefiting scholastic chess players and to support, promote, and foster development across our local youth.


NAPFA Start Date

December 16, 2014

This Office

623 West 38th Street, Ste 320 Austin, TX 78705 Phone: +1 (844) 247-0787