Marc Schindler
Certified Financial Planner (CFP®)
Pivot Point Advisors, LLC
Owner
Marc Schindler
Certified Financial Planner (CFP®)
Pivot Point Advisors, LLC
Owner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marc Schindler, Certified Financial Planner (CFP®)
Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country
Marc Schindler is a Bellaire, TX fee-only financial planner. Pivot Point Advisors, LLC provides comprehensive and objective financial planning and portfolio management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marc Schindler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Marc B. Schindler is a founding partner with more than 35 years of experience in the financial industry. He became a Certified Financial Planner (CFP) in 1991 and has vast industry experience in analyzing the overall financial picture for both individuals and businesses. His expertise includes retirement planning, college planning, investment strategies, real estate advice, business opportunities, and asset allocation.
With this wide range of experience, he adds an important dimension to Pivot Point Advisors and takes great care in helping others make smart financial decisions, as well as planning and preparing for the future.
Prior to Pivot Point Advisors, Marc was a Vice President with RBC Dain Rauscher and various other firms. He has also served on various boards including the Financial Planning Association, the Museum of Fine Arts, Houston, the Glassell School of Art, and the Craft Center Houston to name just a few. Marc graduated from the University of Texas with a degree in International Business and has also been a member of NAPFA and the FPA since 2006.
Marc Schindler is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Pivot Point Advisors offers innovative strategies based on rigorously tested rules and objectively measurable data. Combined with methodical implementation, these strategies help Pivot Point Advisors manage your financial realities of today, while keeping in mind your financial goals for tomorrow.
At the same time, Pivot Point Advisors embraces the fundamental values of honesty, integrity, and mutual trust that come with a personal relationship and deep understanding of our clients’ needs. This provides additional key ingredients that promote long-term success.
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
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Marc Schindler is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marc Schindler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Marc Schindler
Office Locations:
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5959 West Loop S
Suite 333
Bellaire, TX 77401
