Marisa R. Bozovic

As careers evolve, we each travel a different path to professional success. Our personal lives intersect with our dreams for a life well-lived. While each one of us is different, to get to where we are headed, we need drive and direction. 

As a Certified Financial Planner® professional and Retirement Income Certified Professional®, I provide comprehensive wealth management strategies that will help you accumulate and protect your wealth and manage and distribute it during retirement.

Focused on the Unique Needs of Medical Professionals, Senior Executives and Business Partners

• Working with hundreds of medical professionals, primarily surgeons and fellows, in both private practice and academia, I have developed a deep understanding of their unique financial considerations. Their intellect, attentiveness and empathy are always evident. However, their expertise lies in the physical well-being of their patients. They look to me for guidance in their financial well-being.
  
  
• For time-pressed senior executives and business partners, complex compensation and benefit plans create distinct opportunities and challenges. They look to me for direction in bringing together their life of professional achievement and personal aspirations.

All my clients are bound by a need for comprehensive planning that allows them to maximize  earnings, mitigate taxes and provide a lifetime of financial security.

This requires not just an advisor but someone with the expertise to guide them with the highest standards in financial planning, grounded in trust, reliability and dignity. 

Let’s connect and see how I might guide your financial well-being.