Marc Michel Girardot
Investment adviser representative at Cs Planning Corp
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Cs Planning Corp.Sep 2021 to now
- Vertical Ascent Wealth Management, LLCJul 2021 to now
- Saddlerock Assets, LLCJan 2015 to now
- Veintek, LLCMar 2018 to Jun 2024
- Chastain Wealth Management, LLCAug 2017 to Sep 2021
- Biomed Design, LLCOct 2005 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cs Planning Corp
$2BAssets managed
4,200Clients
21Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7025601
- Firm CRD
- 149937