Marc Rosenberg, CLU, CFP
Login to view DISC.Marc Rosenberg is a Partner and Private Wealth Advisor at Beyond Financial Advisors, holding CFP and CLU certifications. Since 2010, he has specialized in creating financial strategies for young professionals and families, focusing on insurance and investments to help them achieve major life goals. He graduated from Miami University.
Originally from Cleveland, Marc moved to Chicago after college and has built his career there. He is an avid sports fan and enjoys creating memories for his clients and colleagues by attending professional basketball games, specifically mentioning his appreciation for the Milwaukee Bucks.
He has been repeatedly recognized by Forbes as a Best-in-State Top Financial Security Professional.
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