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

Malissa Marshall, CFP®

EA

Soaring Wealth LLC

30 Spring St
Bristol, VT 05443
FINANCIAL ADVISOR'S WEBSITE
(802) 461-8222 CONNECT WITH Malissa
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General

Malissa Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Soaring Wealth LLC in Bristol, VT and the surrounding communities.

Financial Advisor Overview

We serve mid- to late career corporate executives with equity compensation primarily in the biotech industry, including those with cross-border situations - both foreign nationals in the US and recently returned US expats - by helping them intentionally structure their assets to support their goals. I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient - it's critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals. As a trusted advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth - it's my job to help you protect and preserve it.

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Financial Advisor Experience

I founded Soaring Wealth LLC so that I could provide comprehensive financial planning, portfolio management, and advanced tax planning and preparation in a seamlessly-integrated manner to mid- to late career corporate executives with equity compensation primarily in the biotech industry. I also specialize in cross-border financial planning for foreign nationals in the US and recently returned US expatriates. Before launching Soaring Wealth LLC, I worked for a Big Four global accounting firm for almost a decade in San Francisco, Boston, and Zürich, Switzerland, providing tax services to both corporate global mobility programs around the world and private clients throughout the United States and Europe. My time working with cross-border executives – and living overseas myself – highlighted the numerous financial and tax pitfalls that individuals in such situations run into. I witnessed the complexity of cross-border planning first hand through my previous career and my own time living and working in Zürich, Switzerland. Upon returning to the US, I realized that I would need to set up my own firm in order to fully utilize my experience as a CFP® with advanced tax and cross-border expertise and provide the kind of comprehensive services that so many individuals need.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - IRS Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning, Estate Planning, Investment Management, Personal Taxes

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Helpful Financial Planning Resources