Marianna Goldenberg: Professional Biography

Financial Advisor, Founding Principal -- CURO Wealth Management -- June 2014 to Present
   Specialties: 

  • 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.

 

EDUCATION

   University of Pennsylvania, Wharton School of Business -- Bachelor of Arts (B.A.), Mathematics and Finance -- 1988 to 1991

CERTIFICATION

   Certified Divorce Financial Analyst (CDFA), April 2010 to Present

HONORS/AWARDS

  • Women's Choice Award

  • Barron's Top Women Winners Circle - Palm Beach, FL

  • Best Personal Wealth Manager - Philadelphia Area

ORGANIZATIONS

  • Bucks County Collaborative Law Group

  • Association of Divorce Financial Planners

  • HealthCare BusinessWomen's Association