Scafa Financial Services, LLC has hired Marc Oceanak as a new financial advisor in its Pennington office. This addition comes with great excitement and the Scafa team is thrilled to expand their financial services capabilities by adding Marc’s expertise and experience to help service existing and prospective clients.
“Marc’s expertise as a financial advisor will not only shape our clients' financial plans but also elevate our team to assist our client base and beyond,” said Elizabeth Scafa, CPA, CFP®, AEP® and senior wealth planner for Scafa Financial Services, LLC.
Marc previously worked as an Investment Advisor Representative for MML Investor Services, LLC. He is licensed to provide life, accident and health insurance and holds his Series 7 and 66 securities licenses.
As a financial advisor, Marc is a resource to his clients by helping them make financial decisions for their future. He guides them in determining and clarifying their financial goals, establishes their financial position and identifies areas of opportunity. Marc aims to help his clients protect what is important to them with insurance strategies, strategies to save and invest for their future and offers advice to help them make financial decisions confidently.
Marc graduated from Hofstra University, earning his degree in finance and accounting and currently resides in Frenchtown, NJ. In his free time, he enjoys golfing, skiing, and wakeboarding, and during the spring, Marc lends his time working as an assistant lacrosse coach with a local high school.
Four Questions to Get to Know Marc.
What are you most excited about in your new role?
I’m excited to get to know the firm's current clients, and I’m grateful for the opportunity to learn from a great team – all while adding my own insight.
What is the most adventurous thing you’ve done in your life?
White water rafting in Costa Rica.
What is inspiring you in life right now?
I would say learning new things inspires me the most. Whether with experiences or conversations, there is always something to pick up and learn to help view life from a different perspective.
If you could switch lives with someone for a day, who would it be and why?
I don’t think I would switch lives, but I would love to assist Bear Grylls or Gordan Ramsay for a day.