Marc Lieberman

CFA®

Shorepine Wealth Management, LLC

Financial Advisor

Contact Me

Marc Lieberman

CFA®

Shorepine Wealth Management, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marc Lieberman, CFA®

Contact Me

415-888-3954

Website

At Shorepine Wealth Management we create comprehensive financial plans for our clients that act as the foundation of your asset allocation strategy. We then take it a step further by providing in-house institutional-level money management to help guide your portfolio towards successful outcomes.

Marc Lieberman is a Tiburon, CA fee-only financial advisor serving clients locally and across the country. Shorepine Wealth Management, LLC provides comprehensive financial planning to help individuals, small business owners, foundations and endowments organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marc Lieberman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Marc Lieberman has spent more than 20 years in the investment industry. He embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange.

A lifelong passion for the markets and the business of allocating capital began during the summer of 1991 when Marc worked as a clerk on the floor of the New York Stock Exchange. During his University years Marc ran a self-directed thesis program that focused on the then nascent discipline of Socially Responsible Investing. In 1996 Marc began to work at John Hancock Funds and spent three years learning the particulars of the mutual fund industry and the business of providing advice to individuals.

In 2002 Marc joined a San Francisco Bay Area Investment Advisor and embarked upon his career in providing advice and managing portfolios for individuals, foundations, endowments and institutional investors. Marc successfully completed all three levels of the CFA examination and earned the right to use the Chartered Financial Analyst (CFA) designation in 2006. This rigorous course of study is globally recognized as the designation of distinction for institutional and private wealth money managers and analysts. CFA Charterholders are held to the highest of professional standards and adhere to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

Shortly after achieving this distinguished designation, Marc began to volunteer in his local market’s CFA Society culminating in him joining the Board of Directors of the CFA Society of San Francisco in 2008. He eventually became President of the Board of Directors for the 2013-2014 fiscal year.

During this time, Marc managed portfolios for institutional, individual and foundation investors. Marc has led teams of securities analysts in his prior role as Director of Research and has helped manage successful firms as a member of their management committees.

A lifelong learner and a strong champion for professional ethics, Marc is a true advocate for his clients and a respected member of the San Francisco investor community. Marc relishes the opportunity to bring this wealth of knowledge and experience in helping you achieve your goals.

Marc lives in Mill Valley with his wife Jill and his two sons Nate and Ryan.

Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in today’s marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Estate Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Small Business Owners
  • Foundations And Endowments
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Wealthramp
    Marc Lieberman is a Verified Wealthramp Financial Advisor

    Plenty of people call themselves a “financial advisor”. But very few meet the standards of Wealthramp.

    Wealthramp is a curated network of established and highly qualified fee-only advisors, and every member is personally interviewed and evaluated by founder Pam Krueger. As an award-winning personal finance journalist, Pam has spent the last 25 years advocating for and educating consumers on how to make the most of their money, and the importance of working with a Fee-Only financial advisor.

  • CFA - Chartered Financial Analyst

    Marc Lieberman is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Marc Lieberman

415-888-3954

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Office Locations:

  • 1610 Tiburon Boulevard
    Suite 202
    Tiburon, CA 94920

Investment Products are Not FDIC Insured. No Bank Guarantee. May Lose Value. Investing involves risk. All written content on this website is for information purposes only. Opinions expressed herein are solely those of Shorepine Wealth Management, unless otherwise specifically cited. This is neither a solicitation of offers to buy securities nor an offer to sell securities. Past performance is no guarantee of future results. Material shown here is believed to be from reliable sources however, no representations are made by our firm as to another parties’ accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Shorepine Wealth Management, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where registered or exempted.

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