Marc Lerner

Investment Analyst at Financial Decisions - Stockton, California, United States

Marc Lerner's Colleagues at Financial Decisions
Blake CFP

Financial Adviser

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Patrick Jr

Associate Retirement Plan Advisor

Contact Patrick Jr

Evan Hartstein

Retirement Plan Consultant

Contact Evan Hartstein

Justina Feliz

Retirement Plan Administrator

Contact Justina Feliz

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Marc Lerner's Contact Details
HQ
["2099518956"]
Location
Company
Financial Decisions
Marc Lerner's Company Details
Financial Decisions logo, Financial Decisions contact details

Financial Decisions

Stockton, California, United States • 11 - 50 Employees
Financial Services

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec℠ was founded as a family-owned and operated "mom and pop" shop that has grown into a corporation serving clients nationwide out of our multiple locations.Since inception, we have focused on putting clients first. We have brought on team members over the years who have shared in the vision of helping people build wealth over time. We've come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what's most important: Our clients and the trust they have in us.Our business philosophy is guided by six core values embodied in the acronym "Findec"​. Family valuesIntegrityNew IdeasDeterminationEducationCommunity

Details about Financial Decisions
Frequently Asked Questions about Marc Lerner
Marc Lerner currently works for Financial Decisions.
Marc Lerner's role at Financial Decisions is Investment Analyst.
Marc Lerner's email address is ***@findec.com. To view Marc Lerner's full email address, please signup to ConnectPlex.
Marc Lerner works in the Financial Services industry.
Marc Lerner's colleagues at Financial Decisions are Blake CFP, Wade Stanley, Sarah Martinez, Patrick Jr, Evan Hartstein, Justina Feliz, Kevin Mahoney and others.
Marc Lerner's phone number is ["2099518956"]
See more information about Marc Lerner