Marc Lieberman, CFA, of Shorepine Wealth Management spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City.
Listen in as Marc and Pam talk about the types of clients Marc serves and how working with a truly knowledgeable, independent advisor can make a difference. Marc, who earned the prestigious Chartered Financial Analyst designation, tells us why he is so passionate about helping his clients — and the significance of the word “Shorepine” in his company name.
Video:7:49 minutes
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