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Marco Moretti, CRPC®, CLTC®

Marco Moretti, CRPC®, CLTC®

Financial Planner

Financial planning can help make the difference between those who enjoy a comfortable retirement and those who struggle. Marco Moretti can help you with your retirement planning, estate planning and other financial goals. Marco's planning services include:

Needs Assessment - by auditing your current estate to determine the amount of income you need in the future and any factors that may impact your plan as well as setting clear goals.

Analysis & Design – by identifying any gaps in your current planning, coordinating your varied investments and determining your risk tolerance he can then offer alternative strategies and identify solutions for your situation. Implementation – personalized recommendations are carefully executed to help ensure that a long term focus is maintained.

Service & Support – by continuing to work closely with you to help ensure that you are well-informed and able to make appropriate and opportune decisions.

Marco is a strong believer in physical as well as fiscal health, he enjoys all outdoor activities, especially golf.

Through Integrated Financial Partners, Marco can bring a wealth of resources to help provide you with creative solutions to your financial challenges.


Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.