Marc  Schindler

Marc Schindler

| CFP®, BA

Pivot Point Advisors

Fee Only Financial Planner Serving the Greater Houston, TX Area and Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

5959 West Loop South
Suite 333
Bellaire, TX 77401

Marc Schindler is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Marc B. Schindler is a founding partner and a Certified Financial Planner (CFP) with over 28 years experience in the financial industry. His expertise in financial planning combined with his extensive experience adds an important dimension to Pivot Point Advisor's range of offerings. His involvement in the art community has given him the opportunity to serve on the board of several museums, including the Museum of Fine Arts, Houston. In addition to directing Pivot Point Advisors' charitable giving efforts, he is responsible for business development, interacting with the media, and general public relations.