Dennis R. Marvin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Registered Representative with LPL Financial. Mr. Marvin serves as Principal for Marvin Wealth Management, a Cleveland, Ohio-based wealth management firm managing over $35 million in client assets. He has been affiliated with LPL Financial since 1997.
Throughout his 30-year career in the financial advisory business, Mr. Marvin has become particularly well known for specializing in financial planning and client education on wealth preservation and portfolio management strategies. He focuses on working with individuals and families on protecting their wealth from downside risk, which he feels is as important as planning for upside growth potential. Prior to founding Marvin Wealth Management, Mr. Marvin was a Financial Consultant for FN Investment Center in Cleveland from 1986-1994. He began his career in 1984 as a Registered Representative with First Investors Corporation.
Mr. Marvin has dedicated an enormous amount of talent to his profession. He holds the Series 7, 24 and 63 Securities registrations and is licensed to sell life, health and disability insurance in Arizona and Ohio through LPL Financial.