Get to know Marc Korsch


Marc Korsch

Founder, President & CEO

For over 15 years, Marc has helped clients work toward their retirement dreams through well-thought-out financial strategies.

Marc got his start in the industry working as an accountant and auditor for the accounting firm, KPMG. In 2004, he opened his own financial services firm to help clients invest profitably so they can reap the rewards of a well-planned retirement.

Marc has passed the Series 6, 7, 24, 63 and 65 securities exams and holds life and health insurance licenses in Florida, California, Georgia and many other states. A registered Investment Adviser Representative, Marc holds the Chartered Federal Employee Benefits (ChFEBC) designation.

Marc has a Bachelor of Science in accounting information systems from Bentley College, where he graduated magna cum laude with a Master of Business Administration from Babson College. He has also completed doctoral coursework.

A well-known speaker in the Gulf Coast area, Marc has been featured on WSRQ Sarasota 106,9’s “Tell Me Something Good,” BlogTalkRadio’s “Money For Lunch” and in the Wall Street Journal. He is dedicated to helping retirees and pre-retirees get the knowledge they need to take control of their finances.

A native of Sarasota, Marc enjoys traveling, golf, reading and exercising in his free time.