About Joanne Marion

joanne-marion-cpaMarion Financial Advisors works with you to develop a customized financial strategy to meet your unique needs.

Joanne Marion is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA) and a Registered Investment Advisor with the State of New York.   

Joanne worked for over twenty years in financial management in Big five accounting and major pharmaceutical firms. A primary focus of much of this work involved consulting with analysts and investors concerning investment decisions at major mutual and hedge funds in the US and Europe. Joanne completed her Certified Financial Planning program at Boston University and holds an MBA from Pace University.

Joanne is a member of NAPFA (National Association of Personal Financial Advisors) the major professional organization for Fee Only financial planners.

Joanne has lived in Yorktown Heights for the last thirty years where she and her husband, Charlie, have happily raised their son and daughter.

“ I am committed to helping you achieve peace of mind by identifying and focusing on your goals and then crafting and implementing solutions that will enable you to achieve them. My experience has been that clients who do this worry less about their finances and can spend more time enjoying other things in their lives.“

– Joanne