Marc Shepherd, CRPC®

Marc Shepherd, CRPC®

Financial Advisor - CEO

As Founder, and Chief Executive Officer of Optima Financial Services, Marc has been in the financial services industry for over 30 years. Marc is a graduate of the University of Tennessee, where he earned his Bachelor of Science in Finance. His career began in New York City, working for what is now known as JP Morgan Chase. Marc’s banking career eventually led him to the Southeast, where he worked with wealth and commercial clients, and managed Retail and Business Banking teams in multiple locations.

Marc specializes in retirement income strategies, 401(k) plans, wealth management, life and disability income insurance, and estate planning strategies for individuals, business owners, and their employees. He will help you create and execute a financial strategy that is based on your specific objectives, and his clients receive dedicated services to help them reach for their goals.

Marc achieved his Chartered Retirement Planning Counselor (CRPC®) designation, granted by the College for Financial Planning. He is FINRA Series 7, 65 & 63 securities registered, as well as Life & Health Insurance licensed.

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

 

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