OUR QUALIFICATIONS

Wealth Management Qualifications in Boca Raton Florida

Boca Raton's Financial Advisor, Marmorstein Wealth Management

Marmorstein Wealth Management has been working with individuals and businesses for many years and is licensed to sell a variety of financial and insurance products.  Products and services are offered by Mr. Marmorstein and his staff of supporting professionals.  We are licensed in several states to be able to serve clientele no matter where they live.  

Warren A. Marmorstein, Founder and President of Marmorstein Wealth Management, has 30 + years of financial planning and investment advisory experience.  His licensure consists of Certified Public Accountant (“CPA”), Registered Representative ("Series 7", sale of stocks, bonds, mutual funds and other securities), Registered Principal ("Series 24", a supervisory securities brokerage license), Investment Advisor Representative ("Series 66", for fee based private wealth management), Investment Banker ("Series 79"), and Annuities, Life and Health Insurance Agent (collectively, "Series 215").

Upon receipt of his Bachelor of Science degree in Accounting from the State University of New York at Albany in 1981, Mr. Marmorstein was employed by Arthur Andersen and Co., at that time the world’s largest public accounting firm. From 1981 to 1990, (nine years), Mr. Marmorstein provided audit, accounting, tax and financial consulting services to both public and private sector companies and to high net worth individuals. Mr. Marmorstein had been performing such services as Senior Manager in the Accounting and Auditing Department for the six years prior to his departure when he resigned to take employment with his then client, see paragraph below.

From 1990 to early 1995, Mr. Marmorstein was recruited by a corporate client of his while at Arthur Andersen and Co., and took employment there as a senior officer of this New York Stock Exchange company with annual revenue in excess of $150 million. This company was engaged in the business of the delivery of health care services to individuals in their homes, and at the time was the nation’s 8th largest provider of home care services amongst an industry consisting of approximately 30,000 provider companies. Of notable significance, during Mr. Marmorstein’s tenure, this company was listed in Inc. Magazine’s “List of the 500 Fastest Growing Companies in America , (ranking #42). As its Chief Financial Officer, Senior Vice President, Chief Administrative Officer, Treasurer and Secretary, Mr. Marmorstein was responsible for the entire internal organization of this publicly held company including oversight of six vice presidents, and thousands of employees amongst eighty locations nationwide.

In early 1995 Mr. Marmorstein resigned from this employer to pursue his interest of owning and operating his own financial planning, financial advisor, private wealth management, stockbroker, securities, life insurance and health insurance agency to serve individuals and businesses in their need for financial planning, financial advisor services, investing, insurance, annuities, and asset protection. Since that time and through the present date, a variety of professional services and products have been rendered. 

Mr. Marmorstein is a member of the Florida Institute of Certified Public Accountants, is a published author, public speaker and conducts professional educational and training seminars on a regular basis. Since early in his career Mr. Marmorstein has been noted in the public forum, including a feature article written about him in the Wall Street Journal, his listing in the book “Who’s Who in America as a leading professional in his industry, in 2009 his interview on CNN’s “Headline News" discussing “Investing in Today’s Uncertain Economy", his appearance on NBC news, and most recently as a financial advisor money talk radio host on WSBR Radio AM 740.

Contact us at (561) 251-0377 or outside of South Florida callers toll free at (888) 858-2453.

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