Marc Servodio CFP®, AIF®
Marc Servodio, CFP®, is a Financial Advisor with SS&G Wealth Management and has worked closely with SS&G Wealth Management’s individual and corporate clients since 2005 in the areas of financial planning, risk management, investment research and insurance.
Marc is dedicated to building a strong financial foundation for clients. He takes a comprehensive approach to financial planning, beginning by ensuring that all building blocks are in place for solid footing before putting more complex financial instruments to use for clients. An advocate of financial education, he makes every meeting a learning experience for clients.
Born and raised in Akron, Marc is an active member of the community and is frequently called upon to address groups and business organizations on financial topics. Marc founded F.U.E.L. — Financial Understanding for Emerging Leaders, a speaker series with the mission to provide financial education, networking and personal and professional development opportunities for the area’s young professionals.
He is a member of the operating committee for C.A.M.P. -- a Canton-area apprentice and mentorship program that aids high school students in becoming college and career ready. He also serves as a Board Member and on the investment committee for Goodwill Industries in the Akron-Canton area.
Marc earned both a Bachelor of Science degree in Business Administration/Finance and a Bachelor of Arts degree in Economics from The University of Akron. He is a CERTIFIED FINANCIAL PLANNER™ professional holding Series 7 and 66 securities registrations and an Ohio Life/Health/Accident Insurance license.