Marcus A. Saskin, CFP®, CRPC®, CLTC®, APMA®

Financial Advisor & Insurance Specialist
(513) 898-9100
As TouchPoint® Wealth Partners advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. TouchPoint® Wealth Partners can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It’s your choice.
Interests
  • Playing tennis, soccer, guitar, and bass
  • Spending time with my wife, Jenny, and my sons, Brody and Max
  • Doing community service
Community Participation
  • Member of Sharonville Chamber of Commerce
  • Montgomery Citizens Leadership Academy
  • Princeton University Alumni Association
  • Princeton School’s Committee Chair
  • Jewish Federation of Cincinnati
  • Jewish Family Services
Areas of Focus
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
Awards & Recognition
  • FIVE STAR Wealth Manager, 2012-2017
Qualifications
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
Education
  • Bachelor’s Degree, Princeton University, Princeton, NJ, 2006
Professional Associations
  • Million Dollar Round Table
  • Financial Planning Association
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Connect with Us

4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Click here for Valmark Customer Relationship Summary.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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