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About Marc Silverman

How we can help you.

Marc focuses on working with clients who are preparing to retire or have already retired.  His goal is to help clients create a personalized financial plan and to oversee that plan so that they are able to enjoy a brighter retirement.

What makes him knowledgeable?

Marc began his financial planning career in 1983 and thoroughly enjoys his profession.  He earned his Master’s Degree in Business Administration from the University of Miami.  He is a Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner™.

Getting to know him!

Marc is a gifted speaker and has addressed audiences in the United States, Canada, South Korea, United Kingdom, New Zealand, Singapore, Taipei and Australia.  He lives in Miami with his wife, Patti and he has a daughter, Cara, who lives in New York. He enjoys flying, playing golf, maintaining his saltwater aquarium and traveling.


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Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com