Marianna's Professional Bio
Financial Advisor, Founding Principal -- CURO Wealth Management -- June 2014 to Present
I founded CURO Wealth Management in June 2014 with 20+ years of industry experience. We set ourselves apart by providing customized services that address every aspect of clients' financial lives. We know that individuals often find managing their finances to be a daunting task. We strive to empower our clients to control their financial lives both now and in the future while knowing that we are here to help along the way.
As a CDFA I have the unique opportunity to be an advocate for my clients during one of the most trying events in their lives–divorce. Lack of financial expertise in a divorce often leads to mistakes and inequitable division of assets. I work in conjunction with legal advisors and mental health professionals to provide my clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well-being.
Divorce Financial Planning: Review after-tax proposed settlement I Analyze long-term cash flow I Evaluate retirement and pension plans to maximize the post-divorce benefits I Compile, Organize, and Value assets and liabilities
Compensation Analysis and Planning for Corporate Executives: Stock options I Deferred compensation I Restricted stock units I Associated tax planning
I've been invited to speak at various companies, including Johnson & Johnson, Colgate Palmolive, FMC Corp., Bristol-Myers Squibb, Tenet Health, Comcast and Dow Jones.
Partner -- Penn Wealth Planning, LLC -- March 2003 to May 2014 -- New Hope, PA
Financial Advisor, Assistant Vice President -- Merrill Lynch -- April 1993 to February 2003
Financial Analyst -- Salomon Brothers -- August 1991 to March 1993
Trainee in the exclusive CFO Apprenticeship Program limited to select graduates of Ivy League Schools.
University of Pennsylvania, Wharton School of Business -- Bachelor of Arts (B.A.), Mathematics and Finance -- 1988 to 1991
Certified Divorce Financial Analyst (CDFA), April 2010 to Present
- Women's Choice Award
- Barron's Top Women Winners Circle - Palm Beach, FL
- Best Personal Wealth Manager - Philadelphia Area
- Bucks County Collaborative Law Group
- Association of Divorce Financial Planners
- HealthCare BusinessWomen's Association