Marc Giannone

Biography

Over the years, I have 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 guide 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 am a graduate of Messiah College and a CERTIFIED FINANCIAL PLANNER™. I hold the Retirement Income Certified Professional designation from the American College. I am also involved with various non-profit organizations, including Young Life, Hustle Phoenix, and Generous Giving, and I serve as a board member of the National Christian Foundation Southwest. I love hiking, fly fishing, and am aspiring to play the guitar. My wife, Emily, and I have two children and live in downtown Phoenix, Arizona.