This past week on Linked In, I had the opportunity to reconnect with Marc Gensler, founder of Red Oak Wealth Advisors and the son of one of my favorite clients, Joel Gensler, who was with EisnerAmper- a top CPA and great person. Joel passed away a few years ago and I always remember how he spoke so glowingly of his sons and specifically of Marc.
Marc has worked in the in the financial services industry for twelve years and has experience working with public companies, institutional investors, portfolio managers, and market strategists.
As a graduate from Duke University with a Bachelors degree in Economics, he has been a CFA charter holder since 2002.
Red Oak Wealth Advisors mission is to level the playing field for individual investors through affordable investment advice. His clients are generally professionals and small business owners in their 30s-40s with children under 5 years old.
Take a look at his website www.redoakwealth.com
Marc is also a great guy and as they say 'the apple doesn't fall far from the tree'