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Marc S
CFP®, Series 63
Lighthouse Point, FL
CWM, LLC
Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.
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