Marco Moretti, CRPC®, CLTC®

A wealth planning advisor with almost a decade of experience, Marco serves as a valued guide by providing financial planning and investment management services for retirees, young families, high net worth individuals and small business owners.

Marco’s mission is simple: to provide independent, personalized advice so you can pursue your personal vision of financial success.

Whether you are preparing for a major milestone like retirement, a child’s college education or a business transition, Marco uses a combination of experience, technology, and a defined process to build your comprehensive financial picture.

When you choose to work with Marco, he takes the time to listen, attain all the facts and learn what truly drives you. He will then create a roadmap to address your most critical challenges.

Working in a fiduciary capacity for his advisory clients, Marco strives to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process.

Marco graduated from the University of Rhode Island with a Bachelor of Science in Business Administration. A firm believer in continuing education, Marco earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning as well as the Certification for Long Term Care (CLTC®) from the CLTC Board of Standards, Inc.

Marco lives in Johnston, RI with his fiancé, Kimberly. An outdoor enthusiast, he enjoys boating, fishing, and cycling when he’s away from the office.