Marc S. Goldberg CPA, PFS, CFP®

Marc is president and a founding partner of The Investment Center and Rosenfelt, Siegel & Goldberg. He has practiced public accounting since 1975, and his areas of specialization include personal financial planning, accounting, and investment management for corporations and individuals, as well as estates, trusts, gift taxation, and compliance. Marc began managing trust funds in 1983, and he opened a branch of The Investment Center, Inc. in 1999 to further expand the firm's offerings to include managed investment services.

Marc has lectured and been a discussion leader for accountants, lawyers, physicians, and business owners in many areas of financial planning, including taxation and income tax planning, estate planning for closely-held business owners, and wealth creation and preservation. He has also been interviewed on radio and quoted in the Philadelphia Inquirer on numerous occasions and was a featured speaker at a tax planning seminar hosted by Smith Barney Inc. He has been named a FIVE STAR Wealth ManagerSM by Philadelphia Magazine since 2012. (See related disclosure.)

A graduate of Drexel University in Philadelphia, Pennsylvania, Marc holds a bachelor’s degree in business and administration with majors in accounting and in finance. He has been a member of the Pennsylvania Institute of Certified Public Accountants since 1979, a member of the Florida Institute of Certified Public Accountants (PICPA) since 2006, and a member of the tax, personal financial planning, and information technology sections of the American Institute of Certified Public Accountants (AICPA). Marc is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, an investment advisor representative with IC Advisory Services, Inc.

Part 2B of Form ADV: Brochure Supplement - Marc Stuart Goldberg

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