Marjorie Rand, CFP®, CPA Rand Financial Planning, LLC
- 361 Route 31 S, Suite 902, Flemington, NJ 08836
- (908) 872-3092
About Marjorie Rand, CFP®, CPA, MS Tax
As a CPA, I’ve been involved in individual and estate taxation since 1986. Personal financial planning has been my passion all of my life and I felt drawn to add financial planning to my accounting practice so I can help people achieve their personal and financial goals.
I got my first taste of personal financial planning as a 15-year-old when my grandfather asked me to help take care of my grandmother when he was gone. He taught and modeled for me a life of responsible money choices, avoiding debt and planning and saving for the future.
I applied these principles to my own life and helped my grandmother move along in hers as a widow. And when she passed, I had the honor and responsibility of being her executor.
Not only did I get the chance to fulfill my grandparents’ wishes, but I also became convinced that this was the path for my life…helping people navigate life with solid financial guidance and freedom from financial worry.
In 2003, I earned my Certificate in Financial Planning from Kaplan College. I also hold a BS degree in Accounting and an MS degree in Taxation.
Outside of work, I enjoy horseback riding, traveling and hiking with my husband and our dog, Rangeley. I’m an avid dog lover.