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B. MARSHALL, Registered Investment Advisor (RIA) and executive director
of his own firm, 20 years ago realized the need to combine the essentials
of foundation goal mapping with the process of financial and estate
planning so that individuals, families, business owners and executives
alike could realize permanent financial success.
Ira's
experiences and travels throughout America and abroad have provided
him with invaluable insight and understanding about the human dynamics
and the inter-relationships between survival, ambition, success
and achievement.
Ira's
dedicated purpose is to inspire and motivate his clients to participate
in the implementation of their financial and life planning through
his consultations, workshops and seminars.
He
earned his Bachelor of Philosophy Degree majoring in Political Science/International
Relations from Northwestern University in Evanston, Illinois. He
then went on to receive his legal education by studying law at the
University of Melbourne Law School in Parkville, Victoria, Australia.
Ira
has received numerous academic and professional honors and has been
a provider of continuing professional education as well as a motivational
speaker and seminar leader.
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Today,
Ira offers comprehensive financial planning to a diverse and affluent
clientele assisting them in defining their goals, establishing a
plan of action and achieving the highest level of success.
Ira
and his wife Wanda make their home in Morgan Hill, California; together
they enjoy swimming, travel and performing together in musical theater.
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