Marat Likhtenstein, MBA, CLU, CFP

My name is Marat Likhtenstein. Welcome to my Web site.

As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:

  • Chartered Life Underwriter (CLU) 
  • Certified Financial Planner (CFP)

My academic achievements include:

  • Bachelor's Degree in Chemical Engineering from The Odessa Polytechnical Institute
  • Bachelor's Degree in Finance & Investments from The Baruch College in New York
  • Master's Degree in Finance & Investments from the Baruch College in New York

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a variety of unrelated products, I will first consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.  I am an active member of  the following professional organizations & associations:

  • The Financial Planning Association (FPA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Financial Service Professionals (SFSP)
  • Million Dollar Round Table (MDRT) - Top Of The Table in 2017

My family and I are active members of the Jewish Center Nachlath Zion in Brooklyn, NY.

I am serving in the Board of Trustees of the Jewish Center of Nachalath Zion.

Thank you for visiting my website.