Marc Jimenez, CFA, CFP®
Wealth Advisor, Managing Principal, and Chief Investment Officer
As Founder and the firm’s Managing Principal, Marc focuses on engaging the needs of our clients to increase the quality of their life. In his role as Wealth Advisor and Chief Investment Officer, he specializes in guiding business leaders and small business owners with their stock & option compensation, along with managing their concentrated wealth.
During his 20+ years of experience in financial services, Marc has held multiple roles working with both individual and institutional clientele. This included helping to develop and introduce national wealth management offerings at Schwab Private Client and TIAA Wealth Management. Marc also spent several years at Dimensional Fund Advisors (DFA) where he worked closely with independent financial advisory firms across the Southeast U.S. to provide guidance around key portfolio construction decisions, capital market research, and business development initiatives.
When he’s not working closely with clients or on firm initiatives, he is spending time with his family, trail running, and maybe even catching a little sports or music in person. He’s also involved in the local chess community where he continues to volunteer and teach chess to children of all ages; including establishing Clocks for Kids which helps support, promote, and foster the development of scholastic chess players.
Education & Certifications:
- Arizona State University, Bachelors of Science, Finance
- UCLA Anderson School of Management, Executive Education Program, Behavioral Sciences
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™ Professional