Marc R. Kowalski,  CFP<sup>&reg;</sup> - Financial Advisor

Marc R. Kowalski, CFP®

Marc R. Kowalski, CFP

Kowalski Financial

600 Hwy 169 So., Suite 655
Minneapolis, MN 55426
FINANCIAL ADVISOR'S WEBSITE
(952) 297-8589 CONNECT WITH Marc
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General

Marc Kowalski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kowalski Financial in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

Fee Only Wealth Advisory & Investment Firm acting in a fiduciary capacity to help people in everything financial.

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Financial Advisor Experience

24+ years helping people and small business in all areas of finance namely; investing, tax planning, retirement planning, estate planning, succession planning, business planning, charitable planning, and risk.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

None

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources