Yvonne Marsh, CFP®, CPA
Yvonne Marsh graduated from the State University of New York with a BS in Accounting. She is a Certified Financial Planner™ and a Certified Public Accountant. She also holds her Series 65 investment license, as well as life and health insurance licenses. As a CFP® and CPA, she specializes in personal financial planning, especially retirement and lifetime income planning, investment management, social security maximization, charitable giving, medicare and long term care planning. Additionally, she has small business entrepreneurial experience and public accounting experience providing assurance and advisory services to the banking and retirement fund industries. She is a monthly contributor to the business section of the Farragut Press. She speaks on financial education topics at Pellissippi Community College, Strang Senior Center, and local civic groups. She also served as past president of her homeowners’ Board, volunteers with her church and is a member of the Financial Planning Association. Married for over 20 years, she has two children and enjoys gardening, horseback riding, hiking and reading.