Marjorie Rand, CFP®, CPA Rand Financial Planning, LLC

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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.

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Ideal Clients

  • Baby Boomers
  • Inherited Wealth
  • Retirement Planning
  • Widow/Widower

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $417+/mo
  • Quarterly Fee: $ 1,250+/qtr
  • Flat Fee: $4,998+/engagement
  • Hourly Fee: $250+/hr

SEC Records

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