Marty Kossoff, CFP®
Designations and Licenses
Marty is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. Marty also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, he worked as principal and chairman at Allegiant Private Advisors. Before that Marty managed Wells Fargo Private Bank in San Francisco and before that worked at Waddell and Reed.
He has a master’s degree in geology from SUNY Binghamton and a bachelor’s degree in geology from the University of Rochester.
Marty was named to Forbes’ Best-In-State Wealth Advisors list, ranking #11 in Florida in 2020.
In his spare time, Marty enjoys music, tennis, books and working to preserve and protect the environment.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 were published in January 2020 and were based on June 30th data, including 1- and 5-year periods.
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