As part of the CuraFin ERISA 401k team, Marcy serves as one of the primary contacts for corporate 401k plan clients by providing proactive support and education to clients, establishing relationships with plan service providers, assisting with ERISA compliant plan establishment, conversion and administration of 401k plans and developing internal CuraFin systems and operational processes.
Originally from San Francisco, Marcy received her M.B.A. from Golden Gate University. She continued her education, becoming a paralegal and licensed real estate agent. She has completed the ASPPA Retirement Plan Fundamentals certification program as well as the CFFP designation for a Charted Retirement Plans Specialist (CRPS®). She has held management and operation positions in several industries – including a wealth management firm, not-for-profit organizations, and, before joining CuraFin Advisors, as an asset manager for a property management company. She continues in several philanthropic leadership roles, including local entities Childhelp USA and Arizona State University.
Primary Duties at One Charles Private Wealth