Our Team

Marco Liberatore, CFP, CIM

Investment Advisor

One of the things I love best about what I do, is getting to help clients of various needs and backgrounds fulfill their financial goals and dreams.  I have been doing this for over 20 years, so I understand the complexities of financial planning and navigating clients’ investments through all types of market conditions.  I am passionate about what I do, and I derive no greater joy than simply helping people.  

I am a Certified Financial Planner and Portfolio Manager, but that just tells you I am a qualified professional in my field.  What it doesn’t tell you is that I genuinely care about helping people just like you.  I not only want to help you achieve your financial dreams, I want to protect your savings and your loved ones from life’s unexpected financial pitfalls.