Shorepine Wealth Management

Marc Lieberman, CFA
Business Name: Shorepine Wealth Management
Business Genre:
Long Business Description:

Our firm specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. We are held to a fiduciary standard as an RIA and will work tirelessly to find and manage the best portfolio for you (the client) not us (the firm). We work in a conflict free environment providing our service on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it’s the right thing.

With more than 20 years of experience in the financial industry, we are well equipped to serve our clients over multiple generations. Our firm constantly evolves to find you the best solutions to your financial well-being.

Business Website Address:
Business Phone Number: 415-888-3954
Business Owners Name (First & Last): Marc Lieberman
Business Address: 1610 Tiburon Blvd, Suite 202
Tiburon, CA
ZIP Code: 94920
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