Locations: Holly Springs, Olive Chapel, Rocky Mount, Henderson.
Background: Marcin is a graduate of The Ohio State University Fisher College of Business and has a master’s degree in business administration from Franklin University. He is a CFP® practitioner.
He is approaching his 30-year anniversary of helping his clients manage their wealth and plan for a successful retirement. Marcin believes in getting to know each person’s financial situation to help them create tax efficient investment and retirement income strategies. You can expect him to ask not only about your goals but to understand your current tax situation, assets and liabilities.
He worked both in the United States and abroad and understands the unique financial challenges related to multinational assets and investment portfolios. He also helped many individuals adapt to life changes related to a divorce or a death of a loved one. He was also a Personal Financial Counselor, PFC to military service members. He enjoys advising the members of Costal Credit Union with their various financial planning needs.
He spent most of his life in Ohio and followed his wife to North Carolina when she accepted a position at NC State University. He has a 9-year-old daughter and a cute, rescued dog. The family resides in Cary, and they love to ride horses or sail the Pamlico sound on their sailboat.