KASIA MARCZYK - cfp®, CRPC®, CDFA®

PRESIDENT & CEO

Kasia strives to help high-net-worth individual and business clients to gain better control of their finances as well as help them achieve their goals. Her primary focus is to create a trusting relationship that provides comprehensive financial solutions specific to her client’s needs. During periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis, she aims to exceed expectations, providing the highest level of professional expertise. Working together, clients can gain confidence in their financial future from a partnership with someone who understands the economy, financial markets, as well as their goals.

Areas of Focus

Personal financial planning for retirement income, small business retirement and benefits planning, executive compensation and stock options strategies, comprehensive protection planning, multi-generational and estate planning strategies.

experience

  • 2009–Present President & CEO Anchor Wealth Management Group LLC, West Palm Beach FL
  • 2005–2009: Advanced Financial Advisor – Ameriprise Financial Services, Inc, Boca Raton, FL

DESIGNATIONS & DEGREES​

  • B.A, Economics and English Literature, Rutgers, The State University of New Jersey, New Brunswick, NJ
  • CRPC®, Chartered Retirement Planning Counselor
  • CFP® CERTIFIED FINANCIAL PLANNER ™practitioner
  • CDFA® Certified Divorce Financial Analyst ®

Professional Associations

  • Founding Member Of The WSJ Women Network 2021-present
  • Board Member at Large -Junior league Of the Palm Beaches ( JLPB)
  • Board of Directors: FPA of the Gold Coast 2011-2017
  • Financial Planning Association: 2009-Present
  • Advocate for CFP Board’s Women’s Initiative (WIN): 2016-Present

Awards

  • Forbes “Top Woman Wealth Advisor” 2020-2026 1
  • Elite Advisor Award JW Cole 2016-2018
  • Leadership Award JW Cole  2016
  • “40 Under 40” Investment News 2016 2
  • Outstanding Achievement Award  JW Cole 2013

PHILANTHROPY​

  • Board Member at Large of the Junior League of the Palm Beaches (JLPB), and has served as a Chair of Education and Training, Endowment and Investment Committees, as well as a Co-Chair of the Mentoring Committee for the JLPB in the past.

  • Assists The Children’s Healing Institute by co-chairing the event and serving on the Annual Tea Committee, which is the largest fundraiser for the organization.

  • Advisor for Gen4Good, which is a local organization empowering children to be leaders of social change.

  • Ambassador for the CFP WIN initiative, where she helps to motivate and inspire females to join the profession.

  • Involvement with the local Alzheimer’s Association since 2011. Every Year Team “Anchor Walkers” led by Kasia raises awareness, funds and participates in the West Palm Beach event.

  • Pro Bono Director on the board of the Financial Planning Association of Gold Coast (2011-2016) and as a Pro Bono Director of The Financial Planning Association of Florida (2013-2016)

1 The ranking was developed by SHOOK Research and is based on qualitative and quantitative criteria, including interviews, industry experience, compliance records, assets under management, and revenue trends. Advisors do not pay a fee to be considered or to be placed on the final list. For more information on the methodology, visit https://www.forbes.com/top-women-advisors/. This recognition is not indicative of future investment performance. No compensation was provided for this award. Awards were announced on these days: April 21, 2020, April 7, 2021, February 9, 2022, February 7, 2023, February 12, 2024 and February 4, 2026

2 The annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership and promise. The applications were accepted during 2016, and the ranking was announced on June 27, 2016.