Marc  Spiegel,  CFP<sup>&reg;</sup> - Financial Advisor

Marc Spiegel, CFP®

MS (Tax), AIF,

Spiegel Financial

33971 Selva Rd, Ste 125
Dana Point, CA 92629
FINANCIAL ADVISOR'S WEBSITE
(949) 347-1300

General

Marc Spiegel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spiegel Financial in Dana Point, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Real Estate, Retirement, Long-term Care

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