A dedicated team focused on your financial future.

 

Marianna Goldenberg, CDFA | Financial Advisor & Founding Principal

I founded CURO Wealth Management in June of 2014 with 20+ years of industry experience. I set myself apart by providing clients with customized services that address every aspect of their financial lives. I know that individuals often find managing their finances to be a daunting task. I strive to empower my clients to control their financial lives both now and in the future while knowing that I am here to help along the way.

As a Certified Divorce Financial Analyst (CDFA) I also 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.

Before becoming a CDFA and financial advisor, I earned degrees in Mathematics and Finance from The Wharton School at the University of Pennsylvania.  I then began my career at Salomon Brothers in New York City before joining Merrill Lynch in Princeton.  Here I successfully established myself as a financial advisor and eventually took this success to establish my own firm with two partners.  My desire to pursue my own vision for client service and investment management is what led me to where I am now as Founder of CURO Wealth Management.


 

 

Danielle Finnerty | Wealth Management Associate

I have developed the majority of my experience in the financial services industry while at CURO Wealth Management. This has allowed me to learn the industry and develop applicable skills that are truly in line with the mission and techniques followed at CURO. I support the team in providing not only unique, innovative planning solutions but also superior client and account service. I hold my Series 7 (General Securities Representative) and 66 (Uniform Combined State Law) registrations through Commonwealth Financial Network.

Prior to CURO, I worked in IT and project management consulting for a Fortune 100 company and graduated with honors from The Pennsylvania State University with a B.A. in International Politics and minors in Business and Economics.

 

 

 


Samantha Logue I Administrative Assistant

In 2012 I graduated from Colorado University with a B.A. in Business Administration with a minor in Project Management. 

As the newest member of the team, I started at CURO in May of 2016 after moving back into the area from Nashville TN. I support the team with administrative tasks, which contribute to the ongoing efforts of CURO’s mission to client service. I am new to the financial service industry, but have been a customer service advocate with both small companies and large national companies, within the wholesaler industry.