Marc Shepherd, RICP®, CRPC®

Marc Shepherd is a Financial Advisor at Optima Financial Services, where he specializes in helping clients navigate the complexities of retirement planning with confidence and clarity. With a strong foundation in financial services and a client-first approach, Marc is committed to delivering personalized strategies that support long-term financial well-being.

Marc earned his degree from the University of Tennessee and holds several industry-leading credentials, including the Chartered Retirement Planning Counselor℠ (CRPC®) and Retirement Income Certified Professional® (RICP®) designations. He is also licensed with the Series 7, Series 65, and Series 63 securities registrations, enabling him to provide comprehensive investment and advisory services.

At Optima Financial Services, Marc works closely with individuals and families to develop tailored retirement plans that address income needs, tax efficiency, Social Security strategies, and legacy planning. His goal is to empower clients with the knowledge and tools they need to make informed decisions and enjoy financial confidence throughout retirement.

Outside of work, Marc enjoys spending time with his Cockapoos (Rocky & Rambo), traveling, and attending the Carolina Panthers and University of Tennessee football games.