Marc Schliefer

Marc S Schliefer, CFP®RICP® Wealth Advisor and CEO California insurance license #: 0C09401 Equity Planning, Inc 7910 Woodmont Avenue Suite 900 Bethesda, MD 20814 Phone: 301-652-8702 Fax: 301-652-9066 www.equityplanning.com marcs@equityplanning.com www.linkedin.com/in/marcschliefer/ https://www.facebook.com/equityplanninginc Named Forbes Best In State Wealth Advisors (2022, 2023, 2024, 2025) PS - Many people are not getting the advice or information they need during this stressful time. If you feel that applies to someone you know, we would be honored to be introduced to them. This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments. Forbes Best-in-State Wealth Advisor: Awarded to Marc Schliefer for 2022-2025. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 2025 Research summary as of April 2025, 48,944 nominations received, based on thresholds – 27,586 invited to complete online survey – 23,303 telephone interviews – 6,004 in-person interviews at Advisor's location, and 1,545 web-based interviews. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. Securities offered through Cetera Wealth Services LLC (doing insurance in CA as CFGAN Insurance agency, LLC, Insurance License #0644976 LLC), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Wealth Services LLC is under separate ownership from any other named entity. California Insurance License #0C09401