Specialties
About Me
Marc Shepherd is a seasoned financial advisor at Optima Financial Services, where he specializes in helping clients navigate the path to a confident and comfortable retirement.
A graduate of the University of Tennessee, Marc brings both academic insight and practical experience to his role, offering strategic guidance rooted in integrity and personalized care. Holding the Chartered Retirement Planning Counselor℠ (CRPC®) and Retirement Income Certified Professional® (RICP®) designations, Marc is equipped with advanced expertise in retirement income strategies, Social Security planning, tax-efficient distribution methods, and legacy planning. His mission is to simplify the complexities of retirement planning and empower clients to make informed decisions that align with their long-term goals. At Optima Financial Services, Marc takes pride in building lasting relationships and delivering tailored solutions that reflect each client’s unique financial journey. Whether you're just beginning to plan or approaching retirement, Marc is committed to helping you achieve clarity, confidence, and peace of mind.
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Interests & Hobbies
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Credentials
CRPC, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Securities and advisory products offered through Principal Securities, Inc., Member SIPC, Member of the Principal Financial Group®, Des Moines, IA 50392. Marc Shepherd, Principal Securities Registered Representative, Financial Adviser, and a member of the Principal® Financial Network. Optima Financial Services is not an affiliate of any company of the Principal Financial Group®.