Marc Roland
Managing Partner | CCO | Portfolio Manager at Dean Roland Russell | Solana Beach, California, United States
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Marc Roland serves as the Managing Partner, Chief Commercial Officer, and Portfolio Manager at Dean Roland Russell, where he leverages over a decade of experience in personalized wealth management to guide high net worth individuals and families toward achieving their financial aspirations. Transitioning from a successful engineering career, Marc brings a unique analytical perspective to the financial services industry, allowing him to demystify complex financial concepts for his clients. His passion for helping others is evident in his commitment to crafting tailored financial strategies that encompass a wide range of specialties, including charitable giving strategies, tax planning, retirement planning, and risk management.
At Dean Roland Russell, Marc plays a pivotal role in setting the firm’s strategic direction, ensuring that the services offered are not only comprehensive but also aligned with the evolving needs of clients. His expertise as a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) enhances his ability to provide holistic financial advice, integrating personal finance with strategic financial planning. Marc’s key projects often involve developing innovative investment strategies that prioritize both growth and risk mitigation, empowering clients to navigate the complexities of wealth management with confidence.
Marc’s dedication to fostering long-term relationships with clients is matched by his enthusiasm for educating them about the financial landscape. He believes that informed clients are empowered clients, and he takes pride in guiding them through every step of their financial journey. With a focus on personalized service and a deep understanding of the intricacies of wealth management, Marc Roland is not just a financial advisor; he is a trusted partner in his clients' pursuit of financial freedom and success.
Managing Partner | CCO | Portfolio Manager at Dean Roland Russell in January 2012 to Present
Co-founder, Chief Compliance Officer at Confidant Wealth Advisory, Inc. in January 2011 to January 2012
Director, Financial Planning at Hokanson Associates, Inc in January 2003 to January 2011
Personal Financial Planning Group at KPMG in January 2002 to January 2003
Financial Planner at Blankinship & Foster in January 2000 to January 2002
Student Assistant, Business Administration Office at San Diego State University in January 1999 to January 2000
Staff Engineer at Metropolitan Transit Development Board in January 1996 to January 1999
Staff Engineer at International Technology (IT) Corporation in January 1994 to January 1996
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Financial Planning
Investments
Estate Planning
Charitable Giving Strategies
Tax
Portfolio Management
Wealth Management
Retirement Planning
Asset Management
Asset Allocation
Personal Finance
Investment Advisory
Succession Planning
Risk Management
Investment Strategies
High Net Worth Individuals
Personal Tax Planning
Estate Tax Planning
Strategic Financial Planning
Certified Financial Planner
Personal Financial Planning
CPA
Business Strategy
Philanthropy
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Discover more about Dean Roland RussellWhat is Marc Roland email address?
Email Marc Roland at [email protected] and [email protected]. This email is the most updated Marc Roland email found in 2026.
What is Marc Roland phone number?
Marc Roland phone number is +17148636354 and +18584143786.
How to contact Marc Roland?
To contact Marc Roland send an email to [email protected] or [email protected]. If you want to call Marc Roland try calling on +17148636354 and +18584143786. (updated on November 04, 2024)
What is Marc Roland net worth?
Marc Roland has an estimated net worth of $750,000 to $999,999
What company does Marc Roland work for?
Marc Roland works for Dean Roland Russell
What is Marc Roland's role at Dean Roland Russell?
Marc Roland is Managing Partner | CCO | Portfolio Manager
What industry does Marc Roland work in?
Marc Roland works in the Investment Management industry.
Marc Roland Email Addresses
Marc Roland Phone Numbers
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