Marc Kowalski, CFP®

Marc is an advisor at NorthRock Partners, bringing three decades of experience helping individuals, families, and business owners navigate life’s financial decisions with confidence. As a Certified Financial Planner™ professional, he develops comprehensive wealth strategies tailored to each client’s goals, integrating investment management, retirement planning, and long-term financial planning to help clients build, preserve, and transition wealth.

Drawing on his advisory experience, Marc partners closely with clients to simplify financial complexity and provide thoughtful guidance through every stage of life. Working within NorthRock’s Personal Office® model, he collaborates with specialists across investment management, tax strategy, estate planning, and risk management to deliver integrated solutions that align financial decisions with clients’ broader personal and family objectives.

Marc believes the strongest financial plans are built on trust, meaningful relationships, and an understanding of what matters most to each client. He is committed to providing thoughtful, personalized guidance that helps clients gain clarity, make informed decisions, and pursue their long-term goals with confidence.

Professional Designations and Associations

-Certified Financial Planner (CFP^®)

Professional and Community Involvement

-Lead Organizer with MACI (Midwest Active Citizen Initiative)

Personal Life

-Marc is married to Pam and has a son Roger
-Composer, guitar player, producer, and performer with the Rock band Smell My Pillow
-Golfer who sees every par 3 as a hole-in-onevery day should be an adventure!