David A. Marcus,  CFP<sup>&reg;</sup> - Financial Advisor

David A. Marcus, CFP®

President

David A. Marcus & Associates, Inc.

570 Lake Cook Rd, Ste 115
Deerfield, IL 60015-4910
FINANCIAL ADVISOR'S WEBSITE
(847) 945-8711

General

David Marcus is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at David A. Marcus & Associates, Inc. in Deerfield, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IN,WI,CA,NV
  • Health/disability insurance: same
  • Fixed annuities: same
  • Variable annuities: same

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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