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Michael M

CFP®, ChFC®, Series 63, Series 65

Berwyn, PA

Cambridge Investment Research Advisors

Michael Marciano is a CFP® and ChFC® credentialed advisor with 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as a finance committee member for St. Davids Golf Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio strategies and multiple custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William R

Series 66

Berwyn, PA

Cambridge Investment Research Advisors

William Renye is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2009 and has been associated with Marciano Wealth Advisor since 2008. Renye volunteers as a soccer coach and serves as a board member in local athletic organizations in Fort Washington, PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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