Marshall  Rathmell,  CFP<sup>&reg;</sup> - Financial Advisor

Marshall Rathmell, CFP®

CPA, PFS

Managing Member

Berk Cleveland Rathmell Wealth Strategies, LLC

1952 Urban Center Pkwy
Vestavia, AL 35242
FINANCIAL ADVISOR'S WEBSITE
(205) 298-1234

General

Marshall Rathmell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Berk Cleveland Rathmell Wealth Strategies, LLC in Vestavia, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households

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