Marci Arnheim, CFP®
209 S. LaSalle Street, Suite 1200
Chicago, IL 60604
Marci Arnheim specializes in financial planning, retirement planning and education planning.
Guiding clients with intelligence, integrity and dedication, she believes that long-term financial planning, combined with prudent risk management tailored to the individual, is the cornerstone of successful investing.
Marci joined the firm in 2009 and brings over 25 years of industry experience, beginning with her advisory experience at E.F. Hutton and Smith Barney, a division of Citigroup Global MarketsView ADV Bio
|Education||BS, Newcomb College/Tulane University,|
New Orleans, Louisiana
|Credentials & Licenses||Certified Financial Planner (CFP®), 1988|
Series 3, 7, 63, 65
|Involvement||President of Friends of Lincoln Park High School|
Advisory Board Member, Abraham Lincoln
|Personal||Resides in Chicago, married with two children|