Marc S. Schliefer,  CFP<sup>&reg;</sup> - Financial Advisor

Marc S. Schliefer, CFP®

Equity Planning Institute,inc.

7910 Woodmont Ave, Ste 900
Bethesda, MD 20814
(800) 958-4629
(301) 652-8702


Marc Schliefer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equity Planning Institute,inc. in Bethesda, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • Other - RICP®

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

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


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