EQUITY PLANNING INC. TEAM
CFP, President
Marc joined the family business in 1979 and, in 1984, he became a Certified Financial Planner practitioner. He is a registered representative and a branch manager with Lincoln Financial Securities Corporation. Marc has passed the FINRA – sponsored Series 7 examination and holds a Life and Health Insurance License as well.
Marc specializes in personal financial engineering, with the goal of maximizing wealth and creating effective financial strategies for his clients. He has also been quoted as an expert in the Wall Street Journal (Tax Report, October 25, 2000) and has appeared on several talk shows.
Chief Financial Officer
In 1963, Arlene and her husband, Edward I. Schliefer, founded Equity Planning Inc. in Philadelphia. In addition to life insurance, licensing, and bookkeeping, Arlene specializes in providing personal service to our clients and solving any problems they may have. She is a licensed Life and Health Insurance Agent.
Office Manager
Elaine entered the life insurance and financial services industry in 1989. She has decades of experience both as a corporate paralegal and a licensed Life and Health Insurance Agent. A member of the Equity Planning Inc. team since 1992, she works closely with Equity Planning Inc.'s principal to streamline services for our clients.
Associate
Amanda is an advisory representative with Lincoln Financial Securities. She has successfully completed the FINRA-sponsored Series 7, 63, and 65 examinations and is life and health insurance licensed. She earned an MBA with a Finance Concentration from Loyola University. Additionally, she holds a Bachelor's degree in Business Administration with a Marketing Concentration from Towson University. She is currently working towards completing the Certified Financial Planner designation.
For more than five years, Amanda has helped individuals, families, and businesses alike clarify their goals and design plans to help pursue their goals by providing advice on investments, insurance, retirement, and college savings solutions. She will strive to help you achieve your goals by tailoring a strategy specific to your unique needs.
Associate
Bradley Sherman is a registered representative with Lincoln Financial Securities. He has successfully completed the FINRA-sponsored Series 7 and 66 examinations and is life and health insurance licensed. Bradley holds a dual degree in History/International Economics from the University of Wisconsin-Madison. He is currently working towards his MSF at American University. Prior to joining Equity Planning Inc.(EPI), he had a successful eight year mortgage career where his duties ranged from loan origination to managing the capital markets division.
Bradley assists with the application of investment strategies in client portfolios. He keeps clients abreast of their investments' performance and how their positions respond to market movements. Additionally, he works with clients on a broad array of customized portfolio strategies including the concepts of asset allocation, portfolio optimization, cash flow, tax efficiency, and retirement planning.