Chip Marcus brings almost 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and committed to helping individuals create a financial roadmap that prioritizes their needs and goals. Chip believes that goals need realistic and workable strategies that his clients can be consistent with long-term.
Chip brings a true passion for finance and consulting that goes as far back as his days in college. As a student, he was fortunate to meet a managing director at Morgan Stanley, who introduced him to the world of finance. Chip was instantly inspired to pursue a career in financial services. As a Financial Advisor, Chip combines his interpersonal skills with his passion for financial analysis and problem solving. From retirement planning to investment strategies, Chip leverages his knowledge and expertise to help his clients map out a financial future.
A resident of Delray Beach, Florida, Chip lives with his wife, Regina, and three children, Gabriella, Lia, and Nicholas. He understands the importance of family and leaving behind a strong financial legacy. As a family man, he understands first-hand his clients' values of building, preserving, and protecting wealth.