About Us
We Help financial Advisors that exclusively serve
We help individuals, families, and business owners make confident financial decisions through thoughtful planning, personalized advice, and long-term wealth strategies. Our approach brings investments, retirement, tax considerations, risk management, and cash flow together into one clear financial plan.
Our History
Financ Advisor provides personal, practical financial advice designed to help individuals, families, and businesses make confident decisions. We bring planning, investments, retirement, and wealth management together to build strategies focused on long-term goals.
Meet Financial Professional Advisor
What We Do
We provide comprehensive financial guidance designed to help you build wealth, manage risk, prepare for retirement, and make the most of every financial opportunity.
Meet our team
Tom Markowitz, PhD
Founder of Financ
John Goines
President and Chief Executive
Randy Wacek
Investment Specialist
James Burton
Chief Marketing
Michelle Brownstein
Chief Marketing
Brendan Erne
Chief Marketing
Mark Goines
Chief Marketing
Luis Aguilar
Chief Marketing
Request an Appointment
Ready to take control of your financial future? Schedule a conversation with our team to discuss your goals and explore a strategy tailored to your needs.
