Marc Austin, CFP®, CPA
Senior Vice President
As a Financial Advisor, Marc specializes in planning for retirement, trusts & estates, and taxes in order to help his clients meet their goals and objectives.
He brings almost three decades of experience as a CERTIFIED FINANCIAL PLANNER® and 35 years as a Certified Public Accountant to his role as an advisor. Previously, he worked in the tax department at CIGNA Healthcare before transitioning to an advisory role at Sagemark Consulting.
Marc is a member of the Connecticut Society of CPAs and is an active member of both the Personal Financial Planning Committee and the Hartford Estate and Business Planning Council. He also serves on the Quinnipiac University Athletic Board.
He brings almost three decades of experience as a CERTIFIED FINANCIAL PLANNER® and 35 years as a Certified Public Accountant to his role as an advisor. Previously, he worked in the tax department at CIGNA Healthcare before transitioning to an advisory role at Sagemark Consulting.
Marc is a member of the Connecticut Society of CPAs and is an active member of both the Personal Financial Planning Committee and the Hartford Estate and Business Planning Council. He also serves on the Quinnipiac University Athletic Board.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
