On this episode of Breaking Upward, host Beth Andersen sits down with Marc Cimmino, CFA, Senior Vice President–Wealth Management and Certified Exit Planning Advisor with Thompson, Singor & Cimmino. Marc specializes in investment strategy, tax-efficient planning, and helping individuals and business owners navigate major financial transitions.
Beth and Marc discuss the importance of thoughtful financial and tax planning, particularly during life changes such as divorce, death and the sale of a business. They explore how trusts, investment strategy, and coordinated planning between attorneys, accountants, and financial advisors can help individuals protect their assets and make smarter long-term decisions. Marc also shares practical insights on building a comprehensive financial plan that supports both immediate needs and long-term goals.
Marc D. Cimmino, CFA, CEPA - Financial Advisor Senior Vice President - Thompson, Singor and Cimmino
https://advisors.ubs.com/thompsonsingorcimmino/
Beth Andersen - Owner & Attorney at Andersen Law PC
https://bethlynnandersenjd.com/