About Lynne Marcus, CPA, CFP
Lynne Marcus, CPA, CFP, holds a BA in Accounting from Queens College and an MBA in Finance from St. John's University . She completed the Certified Financial Planner program of the College for Financial Planning at Queens College . Ms. Marcus holds a General Securities License, and is a Registered Representative with Commonwealth Financial Network, a member of the FINRA and SIPC.
Ms. Marcus began her accounting career with Price Waterhouse and Co., in their Small Business Department. She has worked in both large and small companies including Citibank, Western Union International, and the New York City Board of Education. Her experience includes banking, real estate, service and retail organizations.
In her current practice, Ms. Marcus offers services in computerized accounting and bookkeeping services, tax planning, budgeting, estates, trusts, investment, insurance and retirement planning. She is an authorized Quickbooks advisor. Lynne is also a frequent quest speaker and lecturer on these subject areas. She has spoken at and is a Consultant for the New York State Society of Certified Public Accountants, Citibank, Chase Manhattan Bank, Chemical Bank and Key Bank as well as Fortune 500 Business and Professional Women and other charitable, fraternal and professional organizations.
Ms. Marcus held the title of Adjunct Professor at Queensborough Community College, Adelphi University and Nassau Community College where she taught Accounting and Auditing courses. She is currently an Adjunct Professor at Northwood University in West Palm Beach Florida. Lynne was the Program Coordinator and continues to instruct the Certified Financial Planner Program and Foundations In Financial Planning in conjunction with the College for Financial Planning in Denver, Colorado. She is on their advisory counsel for the Foundations Program and was the 1992-1994 Chairperson for the NYS Society of CPA's, Nassau Chapter - Personal Financial Planning Committee. Lynne is a Board Member of the Gold Coast Chapter of the Financial Planning Association.
Lynne is a member of the major Accounting and Financial Planning professional organizations, The National Honor Society in Economics and The International Who's Who. She has been quoted and has written articles in the "New York Times", "Money Magazine", "Personal Financial Planning Magazine" the "Women's Record" and several local publications. She is listed in "Who's Who in America ", Who's Who in the East" and the International Edition of "Who's Who in Business and Professionals."
