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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 01, 2004 at 04:00 AM
Marnie Aznar
Aznar Financial Advisors
14 Raymond Road
Morris Plains, NJ 07950
Phone: 973-540-8850
Fax: 973-755-9196
www.aznarfinancialadvisors.com
Year practice began: 1999
Number of advisors in office: 1
Number of clients: 45
Compensation method(s): Fee-only (annual retainer, project fee for one-time financial plan, or hourly)
Fee for managing assets: NA
Hourly rate: $150
Clientele: Typically young professional couples ranging in age from mid-20s to mid-40s and living in northern New Jersey
Education: Bachelor’s degree in hotel administration from Cornell; MBA from Fairleigh Dickinson University (New Jersey)
Previous incarnations: Comprehensive financial planner for corporate executives at Ayco Company, LLC; similar position at PriceWaterhouseCoopers
Professional designations: CFP
Outside interests: Running, playing volleyball, teaching finance courses at a local university, spending time with husband and two-year-old daughter
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