Marc R. Lichtman
Retirement Planning Specialist
P | 732-452-7244
F | 732-906-3618
E | marc@equityws.com
Business Philosophy:
Many of my clients are in the retirement and distribution phase of their financial lives. I constantly strive to learn new methodologies to provide the highest level of service to my clients.
Background:
With over two decades of experience in the financial services industry, Marc has a proven track record of success in the 403(b) TSA marketplace. He was instrumental in expanding market share in large urban school districts and introducing retirement plans in New Jersey Charter Schools.
Prior to joining Equitable Advisors, Marc had worked for over 20 years in private industry as a controller and CFO for various companies. His financial acumen readily translated into working in the retirement markets at Equitable Advisors.
In addition to earning a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, Marc is a graduate of Queens College of The City of New York with a Bachelor of Science degree in Accounting. Raised in New York, Marc currently resides in Monroe Township, New Jersey.
Marc holds FINRA series 6 and 63 registrations; Life and health insurance licenses and he is serving clients in DE, FL, MD, NJ, NY, PA, SC.
