Marc Brodsky, MD, EA brings over two decades of expertise from his career in healthcare to his role as a a financial advisor and strategic partner at Dearden Financial Services, LLC (DFS). With a background in providing holistic care and personalized treatment plans, Dr. Brodsky assists Laurette and Garrett Dearden in their financial advice to healthcare professionals.
Following his six-year service in the U.S. Navy after a HPSP scholarship for his medical school education, Dr. Brodsky pursued advanced training in integrative medicine, where he developed a deep understanding of personalized care strategies. His experience researching and implementing effective treatments has given him insights that translate well into assisting the implementation of financial strategies for clients, particularly those navigating the complex retirement planning landscape.
At Dearden Financial Services, Dr. Brodsky helps the team in their service to our clients, particularly those in the medical field, make informed decisions about their financial well-being. By combining traditional financial strategies with innovative approaches, Dr. Brodsky helps clients receive the comprehensive advice needed to pursue their financial goals.
Dr. Brodsky is also the son of the late Stuart Brodsky, PhD, EA who was a financial advisor through the Avantax partnership that the Dearden’s and Brodsky’s share.
Dr. Brodsky holds the following education, exams, certifications:
- Master's of Business Administration (MBA) - Regis University
- Enrolled Agent (EA) - Internal Revenue Service (IRS)
- The SIE - Securities Industry Essentials Examination
- The Series 7- General Securities Representative Exam
- The Series 63 - Uniform Securities Agent State Law Examination
- The Series 65 - Uniform Investment Adviser Law Examination