Strategies for Wealth
Marc Gensler, CFA®, currently serves as a Financial Advisor at Strategies for Wealth, where responsibilities include engineering strategies that integrate financial decision-making since January 2020. Prior to this role, Marc held various positions, including Business Development at Plastex International, where product development and operational enhancements were a focus from January 2016 to January 2020. Marc also worked as a Financial Professional at Strategies for Wealth from November 2011 to January 2016, concentrating on cash flow redesign and wealth building strategies. Before that, Marc founded Red Oak Wealth Advisors, serving as Managing Member from January 2011 to November 2011, and worked as Associate Director at Lord Abbett from April 2003 to January 2011, where strategy development for fee-based platforms was a key responsibility. Marc holds a BA in Economics from Duke University, earned in 1999.
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Strategies for Wealth
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2020-102005 Exp. 5/22