Holzberg Wealth Management, Inc.

Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.

Harris Holzberg is a financial advisor at Holzberg Wealth Management, Inc. with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has been with Holzberg Wealth Management since 2013. In addition to his advisory role, Holzberg provides securities expert witness and litigation support services. Holzberg Wealth Management is a small firm based in Corte Madera, CA, serving clients with personalized wealth management strategies.