Marc Schindler (BA, CFP®)

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

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning
  • High Net Worth Client Needs

Planning Specialties

Pivot Point Advisors offers Personalized Investment Management, Comprehensive Financial Planning, Asset Allocation, Retirement Planning, Education Planning and Employee Benefits Planning.

Additional Information

Pivot Point Advisors openly embraces innovation, but at the same time, typifies traditional values of honesty, transparency and mutual trust that come with a personal relationship and deep understanding of its clients’ needs. Investors find in Pivot Point Advisors a partner who matches highly analytical reasoning with a personal touch, to provide the key ingredients for long-term success; rational decisions and disciplined implementation using robust investment strategies. With the right acumen, paired with its proprietary tools, this is a firm perfectly positioned to embrace not merely the economic climate of today, but also the financial horizon of tomorrow, working hard for clients every step of the way.

NAPFA Start Date

August 21, 2006

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This Office

5959 West Loop S Ste 333 Bellaire, TX 77401-2403 Phone: (713) 715-7000 Fax: (713) 715-7001