Marc D'Elia is a seasoned financial planner who prides himself on honest, intelligent advice and his ability to build a trusting rapport with his clients. A native of New York, this 20+ year Tampa local is passionate about helping those around him towards achieving financial goals and long-term protection through the utilization of his Protection First Philosophy. With over a decade in the financial industry Marc strives to stay consistently educated while taking a holistic approach to each individual's personal needs, desires, and budget.
"A defining moment was when I became a husband and a father. At that moment I realized it's not just me anymore. I have other people relying on me to provide for them and in the event that I'm not around, they would be taken care of. It was that time that I met an financial advisor who explained to me the importance of protecting my family and insuring that their life can continue if I didn't come home in the manner that I left. He also explained that I was never too young to start preparing for my future and showed the potential for savings. That meeting inspired me to share that information with others. The best way I can help my clients is to know them and their situation. I am passionate about helping people and making sure they are better off because they met me. I could never give up trying to be the change in the world I want to see."
When Marc is not busy assisting those who partner with him to better their lives he is spending time on outside with his family and community members.
Marc's Credentials Include:
- Chartered Financial Consultant and Chartered Life Underwriter designations from The American College of Financial Services
- Accredited Asset Management designation from The College of Financial Planning
- Series 7, 63 & 65 securities registered
- Florida State 215 insurance license.
- Qualifying member of the Million Dollar Round Table - The Premier Association for Financial Professionals
To qualify for the Million Dollar Round Table (MDRT), Top of the Table or Court of the Table, members must meet a certain level of premium, commission or income during the year. For details please visit: https://www.mdrt.org/membership/requirements/
Marc can be reached via phone or email at: