Marc D. Langva, CFP®  

Founder and President

Over the past decade, Marc has developed a thriving practice by helping his clients realize their dreams through the Work Optional®   Coaching System. Marc spends much of his time on firm development, as well as managing Work Optional®   Private Portfolios.

In addition, Marc provides education and mentorship to team members, so they may better serve clients. Topics include comprehensive financial, retirement, tax, and estate planning strategies.

Education and Experience

Marc is a Certified Financial Planner™ (CFP®  ). He attended St. Cloud State University with a major in Finance and Accounting. Marc is a graduate of St. Cloud Technical College, where he earned an Associate of Applied Science degree, and of North Hennepin Community College, where he earned an Associate of Arts degree.

Marc has completed the Financial Planning Certificate Program through Mankato State University and holds the Series 65 Investment Advisor Law License, Series 7 General Securities Representative License, and Series 63 State Securities Law License. He also has Minnesota Life, Accident & Health Insurance Licenses.

Marc’s continuing education includes completing his Chartered Financial Analyst (CFA®  ) designation.

Lifestyle

Marc enjoys spending time with his wife Jaime, their son Troy, and their daughter Avery. When Marc isn’t doing research or coaching clients, he enjoys skiing, water sports, classic motorcycles/cars, and stamp collecting.