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

  • Best Personal Wealth Manager - Philadelphia Area

ORGANIZATIONS

  • Bucks County Collaborative Law Group

  • Association of Divorce Financial Planners

  • HealthCare BusinessWomen's Association

The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 2/2014, of the 384 considered for the Women's Choice Award, 38 were named Women's Choice Award Financial Advisors/Firms: www.womenschoiceaward.com