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.
Forbes’ 2020 Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms. The ranking is based on an algorithm of qualitative criteria and quantitative data, in combination with telephone and in-person meetings from a pool of nearly 32,000 nominated advisors. Those advisors selected have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For additional information, visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#3eacaecdfedc