Marc Ackerman has dedicated more than 20 years to delivering independent counsel to clients. He believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. Marc is passionate about serving others, helping individuals and families integrate their unique values into their wealth plans and portfolios, and enjoys knowing his clients are prepared for critical financial events in their lives. Marc’s purpose is helping others identify, nurture, and live out their purpose.
Prior to founding IFC Advisors, he advised ultra-high-net-worth families, company founders, entrepreneurs, executives, corporations, and foundations at Wells Fargo Advisors and Morgan Stanley.
Marc was named to Forbes’ Best-In-State Wealth Advisors list in 2019, 2020, 2021, 2022 & 2023.* He is a graduate of the University of California, Santa Barbara and serves on the school's Department of Economics Board of Advisors.
Marc serves on the Board of Directors of the Gospel Music Association (GMA) Foundation, Hope Heals, Beverly Hills Fire Department Foundation and the Newport Beach Fire Department Foundation.
Resident State: CA
*Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. IFC Wealth paid no application fee to participate, but may purchase plaques, reprints, or logos to publicize rankings. The ranking is as of the dates reflected and is based on the time period 2019 through 2023.