Marc Giannone, CFP®, RICP®
CEO | Managing Partner
480.385.7399 | marc@eatoncambridge.com
Over the years I've found the saying, "A goal without a plan is just a wish" to be especially true when it comes to personal finance. I care deeply about helping families turn wishes into achievable goals through thoughtful and holistic financial planning. As my clients’ personal “CFO”, I guides families in all aspects of wealth management, including investment management, retirement planning, and charitable gift planning. I do all I can to listen carefully to clients’ concerns and needs, helping them create financial plans that match their values and goals so they can achieve success.
I'm a graduate of Messiah College, a CERTIFIED FINANCIAL PLANNER™ and hold the Retirement Income Certified Professional designation from the American College. I'm involved with various non-profit organizations including Young Life and Generous Giving and serve as a board member of Jewish Family & Children's Services and National Christian Foundation Southwest. I love to hike, fly fish, and am aspiring to play the guitar. My wife, Emily and I, have two children and live in downtown Phoenix, Arizona.
CEO | Managing Partner
480.385.7399 | marc@eatoncambridge.com
Over the years I've found the saying, "A goal without a plan is just a wish" to be especially true when it comes to personal finance. I care deeply about helping families turn wishes into achievable goals through thoughtful and holistic financial planning. As my clients’ personal “CFO”, I guides families in all aspects of wealth management, including investment management, retirement planning, and charitable gift planning. I do all I can to listen carefully to clients’ concerns and needs, helping them create financial plans that match their values and goals so they can achieve success.
I'm a graduate of Messiah College, a CERTIFIED FINANCIAL PLANNER™ and hold the Retirement Income Certified Professional designation from the American College. I'm involved with various non-profit organizations including Young Life and Generous Giving and serve as a board member of Jewish Family & Children's Services and National Christian Foundation Southwest. I love to hike, fly fish, and am aspiring to play the guitar. My wife, Emily and I, have two children and live in downtown Phoenix, Arizona.
Learn More About Marc on this brief video