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Katarzyna M
CFP®, Series 66
West Palm Beach, FL
Anchor Wealth Management Group LLC
Katarzyna Marczyk is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Anchor Wealth Management Group LLC and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Marczyk also maintains a licensed insurance practice specializing in life, disability, health, and long-term care insurance, and operates a consulting management company. Anchor Wealth Management Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. The firm tailors investment programs to client objectives and risk tolerance, using fundamental analysis and an open-architecture platform, and manages approximately $205 million in discretionary assets for about 200 clients.
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