Dorel Marchis
Partner and Private Wealth Advisor | CFP, CHFC, RICP, CLU, MA
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Wheaton, IL, US
- LinkedIn followers
- 500 followers
About Dorel Marchis
With over two decades of experience in wealth management, my focus is on helping families, executives, physicians, and business owners achieve financial security through comprehensive and personalized financial plans. My team specializes in protecting critical assets while implementing tax-efficient strategies to optimize long-term wealth. At our firm, we combine lifelong learning with a client-first approach to deliver tailored solutions. By staying ahead in planning knowledge and strategies, we equip clients with confidence in their financial future and empower them to create a lasting legacy.
Experience
Wealth Management Advisor
Nov 2001 — Present
My team and I partner with families, physicians, and business owners to create integrated financial plans. I aim to help protect their most important assets while maximizing tax-efficient strategies on their path to financial security.
Education
American College of Financial Services
CFP, CHFC, RICP, CLU, Financial Planning and Services
2002 — 2030
Wheaton College
Master of Arts - MA
1996 — 1998
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