About Marcus Blanchard, CFP®, WCMP, ChFC
Hi, I’m Marcus Blanchard, Founder of Focal Point Financial Planning.
I first became interested in finance as my initial enlistment in the United States Marine Corps was drawing to a close. I couldn’t help but notice the drastic differences in how people viewed money and how they used it. Upon exiting military service with an Honorable Discharge and two deployments (1st to southern Helmand Province, Afghanistan – 2nd to Okinawa & Phillippines), I began my studies for a Bachelor’s degree in Personal Financial Planning.
After graduation, I also earned the Certified Financial Planner (CFP®), Wealth Management Certified Professional (WMCP®), & Chartered Financial Consultant (ChFC®) designations to further my understanding of financial planning and tax-efficient investments. I love learning different ways to help clients, which is why I say that “I’m a nerd in your corner!”
I have worked for both large and small financial firms and after a while, decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners deal with & the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC. Now I can better serve clients by looking where other advisors won’t, creating custom tax-saving strategies and financial plans, maintaining focus on how you want to live your life.
I am excited to work together and help you live life on your terms.
Read Marcus’ blog here: https://focalpointplanning.com/blog-preview