Marc Beekman

Background

About Marc Beekman

I am a passionate and purpose driven professional whose goal first and foremost is to impact the lives and deliver Financial Security to as many families as possible. In doing so, I will help these same people avoid the financial planning pitfalls my family endured throughout my life. In doing so, my mission is currently being fulfilled in my current position. Throughout my nearly two decades of experience in the financial services industry, I have held various positions, enabling me to lead, coach and mentor with a thorough and thought provoking process. This allows me to maximize my well rounded experiences in Asset Preservation, Wealth Accumulation, Income Distribution, and Tax Planning. I am well versed in Morningstar, Salesforce, NetX360, Wealthscape, Envestnet, YCharts, eMoney, Aladdin by Blackrock, and Albridge. Additionally, I am an advocate of schools in the Long Island City community and passionate about helping charitable organizations that benefit children.