Marc Freedman

Further information about Marc Freedman:

Securities offered through LPL Financial, member FINRA/SIPC

Marc has served as a national member of the Board of Directors for the 29,000-member Financial Planning Association (FPA) www.fpanet.org from 2000-2003. Most recently, he was appointed Chairperson for FPA BOSTON 2008, the FPA's national conference. He was named to this post on the heels of his successful leadership as the 2006 Chairman for the FPA's National Conference in Nashville, TN.

A second generation financial planner, Marc is a charter member of the Foundation for Financial Planning. Freedman has made it his personal crusade to educate the public, and those who hold themselves out as financial advisors, on the enormous differences between investment advice and integrated financial planning. His stories enlighten those who will truly listen.

Marc speaks both internationally and domestically on trends in the financial planning profession and practice management issues. Over the past several years, he has addressed international audiences in Singapore, Germany, Austria and the Netherlands. A periodic guest on Fox25 Morning News, Marc is regularly quoted in national media outlets, including Wall Street Journal, Reader's Digest, Money Magazine, Business Week, USA Today, Washington Post, Fortune Magazine, The Journal for Financial Planning, Financial Planning Magazine, Investment Advisor Magazine, Registered Representative, the Boston Globe and the Boston Herald. In 2008, Marc's book entitled Oversold and Underserved: A Financial Planner's Guidebook to Effectively Serving the Mass Affluent was published. In it, Marc offers tips to the financial planning community on how to better meet the needs of the mass affluent market. It was recognized by many industry leaders as the blueprint for financial planners seeking to build a successful relationship with that market.

A graduate of Peabody Veterans Memorial High School and 1989 graduate of Babson College, Marc is married to Laura and has five children; Mindy, Ilana, Jerry, Noah and Corey. Marc is an avid fan of the Boston Red Sox AND the Wonderful World of Disney. It is his life-long dream to dress as a Disney Character in the Magic Kingdom for just one day - after that, he'd happily retire as a tour guide or guest relations cast member.

Compensation and Fee Structures:

Fee-Based Financial Planning Services

Licenses, Certifications & Affiliations:

Certified Financial Planner Professional since 1994
Series 7, 24, 63 held with LPL Financial
Registered Investment Advisor

Education:

Babson College B'89

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Further information about Freedman Financial Associates, Inc.:

(Size of firm: 0-9 advisors)

Freedman Financial is a family owned, community based financial planning firm.

Our firm's goal is simply to improve the lives of our clients by delivering genuinely personal comprehensive financial planning.

Since 1968, we have abided by a set of ethics and values that mirror that of the CFP Board of Standards and the Financial Planning Association.

Our firm primarily focuses on families and individuals residing on the North Shore of Boston. In fact, 90% of our clients live within 15 miles of our office. Our very best clients view themselves as having multiple financial planning issues. Generally they are over age 50, married and have strong relationships with children. They have household net worths between $500K and $3 million.

Engagements with clients always begin with a financial plan. This document serves as the road map as we build life long relationships and assist our clients in reaching their goals.

Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies.

We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT ADVICE. If your current situation precludes you from distinguishing the difference, you need to contact us for a free consultation.