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Marc J. Bernstein

Marc J. Bernstein

@UC0eoX6gNvj72_zvvPXtFrHA - 66 subscribers

Marc always had a dream to write a book. In 2018, he finally fulfilled that dream after several years of hard work. The book is titled The Fiscal Therapy Solution 1.0 and it describes the process he has developed over the years by which Marc helps people turn their financial dreams into goals and hopefully reality. The book examines the product-based methodology by which most of the financial services industry has utilized for decades, as it takes a fresh look at the financial planning process. A BA in music from the University of Delaware, he also graduated and obtained a JD degree from The Ohio State University College of Law, having also attended NYU School of Law. As an attorney, Marc focused on the business sector, primarily the entertainment business with some litigation experience. Having always been interested in goal accomplishment and helping others to reach their personal aspirations, business planning and legacy goals, he decided to enter the financial planning field.

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