Marc Bienenfeld
Wealth Management Advisor
HUB Retirement and Wealth Management
Background
Marc has always been intrigued by statistics and numbers, which he believes, “can strategically guide you to make wise financial decisions for both your family and your business.” After majoring in accounting at Yeshiva University, he earned his CPA and worked at PricewaterhouseCoopers, auditing alternative investment companies. Marc was promoted to Senior Associate before joining a New York City-based hedge fund where he learned the art of mastering details while working in a fast-paced environment.
As Chief Financial Officer (CFO), BLS Wealth Management, Marc is focused on providing budget management, cost-benefit analysis, and financial forecasting to assess costs, drive revenue growth, and help ensure long-term financial success for the firm. With his skills in building relationships and establishing trust, Marc also uses his talents as a financial advisor to help young professionals create a strategic plan to pursue their financial goals. The ability to synchronously work individually with clients while sustaining a management position is a source of pride for him.
Personal ethics and doing the right thing are strong driving beliefs for Marc. His role models are his parents who led by example and instilled in him the importance of honest and an ethical way of life.
A native Floridian, Marc is happy to be back in South Florida and to raise his children in proximity to their grandparents. He resides in Boca Raton with his wife and their five children. An avid Florida sports fan, Marc enjoys playing basketball and golf.
Advisor Location
1000 Corporate Drive Suite 600 Fort Lauderdale, FL 33334
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Life, Disability and Long-Term Care Insurance