Marianna Goldenberg: Professional Biography
Financial Advisor, Founding Principal — CURO Wealth Management — June 2014 to Present
Specialties:
Divorce Financial Planning: Review after-tax proposed settlement I Analyze long-term cash flow I Evaluate retirement and pension plans to maximize the post-divorce benefits I Compile, Organize, and Value assets and liabilities
Compensation Analysis and Planning for Corporate Executives: Stock options I Deferred compensation I Restricted stock units I Associated tax planning
I've been invited to speak at various companies, including Johnson & Johnson, Colgate Palmolive, FMC Corp., Bristol-Myers Squibb, Tenet Health, Comcast and Dow Jones.
Partner — Penn Wealth Planning, LLC — March 2003 to May 2014 — New Hope, PA
Financial Advisor, Assistant Vice President — Merrill Lynch — April 1993 to February 2003
Financial Analyst — Salomon Brothers — August 1991 to March 1993
Trainee in the exclusive CFO Apprenticeship Program limited to select graduates of Ivy League Schools.
EDUCATION
University of Pennsylvania, Wharton School of Business — Bachelor of Arts (B.A.), Mathematics and Finance — 1988 to 1991
CERTIFICATION
Certified Divorce Financial Analyst (CDFA), April 2010 to Present
HONORS/AWARDS
Women's Choice Award
Best Personal Wealth Manager - Philadelphia Area
ORGANIZATIONS
Bucks County Collaborative Law Group
Association of Divorce Financial Planners
Healthcare Businesswomen's Association (HBA)
The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc., being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of 2/2014, of the 384 considered for the Women's Choice Award, 38 were named Women's Choice Award Financial Advisors/Firms: www.womenschoiceaward.com