Marshall W. Gifford
CLU, ChFC Founder & Senior PartnerGifford Financial, The MD & DDS Specialists
- Role
- Co-founder of the North Star Medical Division at North Star Resource Group
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Marshall W. Gifford
I am an experienced financial advisor and speaker who specializes in financial strategies for medical and dental professionals. As a published author, I have co-authored editions of Real Life Financial Planning for the New Physician & Real Life Financial Planning for the Young Dental Professional. In addition, I am a founder of Gifford Financial and a Senior Partner at North Star Resource Group, where I helped create the North Star Medical Division. I am a frequently requested speaker at national medical and dental conferences, and my perspective and wisdom have resulted in guest spots as a financial expert on KARE11, WCCO, and Fox News. If you are looking for a financial expert who can assist with personal fee-based financial planning, business strategies, life insurance, own occupation income protection, wealth management, and student loan management; connect with me today.I am always looking for unique speaking engagements – if you are seeking a financial professional for your next meeting, connect with me to send a request. Investment advisor representative of Cetera Investment Advisers, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0D68344
Experience
Co-founder of the North Star Medical Division
Jan 2003 — Present
Helped create the largest division within North Star Resource Group. The Medical Division serves as a \"study group\" for best practices to keep financial advisors in the division current on the financial trends in the medical and dental fields.
Education
Minnesota State University, Mankato
Business Administration with concentrations in Finance, Management, and Real Estate and Insurance
1989 — 1993
Skills
- Customer Service
- Financial Services
- Management
- Wealth Management
- Securities
- Estate Planning
- Insurance
- Employee Benefits
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Life Insurance
- Finance
- Income Protection
- Financial Advisory
- Disability Insurance
- Investments
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