Jeffrey E. Marsico, CLU
Financial Life Plans for today with a clear vision for tomorrow.
Jeff graduated summa cum laude from Florida Gulf Coast University with his Bachelors of Science degree in Finance and from Villanova University with his Masters of Science degree in Finance. Specializing in working with physicians and dentists, Jeff has developed a nationwide practice with clients in over 15 states. His mission is to design comprehensive financial strategies to help doctors understand and reach their financial goals while ultimately achieving a sense of comfort. He is a regular keynote speaker on various financial topics to select medical groups and residency programs in Pennsylvania, New Jersey, Delaware and Maryland. As a result of specializing in disability income protection, Jeff has developed a website (www.disabilitygurus.com) to be an informative resource for income protection to resident and attending physicians.
The following areas are analyzed in Jeff’s comprehensive process for both individuals and small businesses:
- Protection Strategies (Life, Health, Disability and Long-Term Care Insurance)
- Retirement Solutions
- Business Strategies
Obtained Life, Accident and Health License, Series 7 and Series 66.
Jeff is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Jeff lives in Chester Springs, Pennsylvania with his wife Amy, son Kyle and daughter Lyla. In his spare time, Jeff enjoys golfing and spending time with his family.