About David A. Marcus

As a CERTIFIED FINANCIAL PLANNERTM professional, investment advisor, insurance broker, estate planner and employee benefit specialist, David A. Marcus brings a wealth of financial knowledge to each client's unique situation.  In addition to his extensive experience, David's dedication, talent and commitment to excellence are the cornerstone for solutions that help address the unique goals and objectives of each individual, family, or business owner.  David specializes in business and estate planning with an emphasis on preserving and building estates through forward-looking financial strategies.

David A. Marcus has been helping clients protect their current wealth and create long-term futures for more than 30 years.  His experience and dedication to staying on top of the constant change in individual and business financial issues means that he helps to deliver clear, focused planning to his clients.

David has qualified for the Million Dollar Round Table every year he has been in the business, finishing among the top nationwide.  His expertise, resources and exceptional track record enable him to help you meet your insurance, investment, pension and personal financial planning needs.

In 1981, he graduated from Arizona State University with a bachelor's degree in Business Administration, with honors.

David is a member of the following associations:

  • Financial Planning Association®of IL
  • Financial Planning Association®
  • National Association of Insurance and Financial Advisors
  • Association of Health Insurance Advisors
  • Chicago Association for Life Underwriters, Inc.
  • National Association for Health Underwriters
  • Million Dollar Round Table (since 1983)
  • Association for Advanced Life Underwriting


David has the following designations:

  • Certified Financial PlannerTM

                  VIEW CERTIFICATE


David holds the following securities licenses:

  • Series 7- General Securities Representative
  • Series 63- Uniform Securities Agent State Law