Marcus Heinrich
Financial Advisor @Forum Financial Management, Lp
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WORK HISTORY
Financial Advisor @Forum Financial Management, Lp
Sarasota, FL, US
EDUCATION
University of Illinois Urbana-Champaign
BS
College For Financial Planning
CFP Certificant
ABOUT MARCUS HEINRICH
Experienced wealth manager, financial advisor, author, public speaker and mentor to top financial advisors. Specialties: For financial advisors: providing insight on how to increase client service while expanding a fee-based advisory practice. For clients: retirement planning and succession planning for closely held businesses. For information regarding my professional services, please visit: As an independent Financial Advisor with a career spanning more than 34 years, I provide private wealth management services to a select group of clients. I focus on helping them build and preserve wealth through an intelligently designed, diversified and well managed portfolio based on their individual needs. I also serve clients who need help with retirement income planning and business exit planning strategies. I have been recognized for my dedication to client service and excellence within the financial services industry and serve as a mentor to other Financial Advisors. I co-authored the book \"The Intelligent Guide to Your Financial Future.\"
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