For Trustworthy Financial Advice
For Trustworthy Financial Advice
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    • Home
    • Benefits to Clients
    • How Are We Unique?
    • Calendar of Services
    • About Marie
    • Financial Wellness Review
    • Tools for You to Use
    • FAQ
    • Contact Us
  • Home
  • Benefits to Clients
  • How Are We Unique?
  • Calendar of Services
  • About Marie
  • Financial Wellness Review
  • Tools for You to Use
  • FAQ
  • Contact Us

About Marie

YOUR FINANCIAL ADVOCATE

MARIE BURNS, a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for more than 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and educates

MARIE BURNS, a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for more than 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and educates women in her education business, Mind, Money, Motion. She also has a Phoenix-based independent advisory practice, Focus Point Planning, where she offers financial planning and wealth management. She is a volunteer ambassador and board member for The Financial Awareness Foundation, member of the Financial Planning Association, board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion. 

Contact Marie

 Securities  and Advisory Services offered through LPL Financial,  A Registered Investment Adviser. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  AR, AZ, FL, OH, WI 


 LPL Financial Form CRS

  • About Marie