Marta W. Jurewicz, CFP®
Marta W. Jurewicz, CFP®, Director
Marta W. Jurewicz has had the privilege of providing exceptional service to her clients since joining the Joel Isaacson family in 2008 as part of a competitive summer internship program. Having gained an affinity for the world of financial planning early on in her collegiate career, she devoted her studies at Seton Hall University (South Orange, New Jersey) to coursework beneficial to her future career. She was named a full-time financial advisor immediately upon graduating in 2011 with a Bachelor of Science in Business Administration and Finance from the Stillman School of Business.
Having been with the firm for over 12 years, Marta has experienced significant market evolution and has been on the forefront of a continuously developing financial planning landscape. Her highest priority has remained client development through building trust, gaining financial confidence, and growing interpersonal relationships. Though acknowledging reporting and research are paramount parts of the planning process, Marta enjoys amplifying the importance of the personal side of the client relationship including close client collaboration to achieve both their financial and personal aspirations. With a client book spanning her current tenure with the firm, Marta has been able to experience first-hand the joys of prudent planning including education planning reaching fruition, financial milestone achievement, and seeing retirement goals come to life.
Marta currently resides in Bergen County, New Jersey with her husband and rescue dog. When not watching the ticker tapes, Marta enjoys traveling the world, cooking traditional family recipes, working on her antique home, visiting with family in Florida, skiing, and playing tennis.
Through carefully and individually curated plans tailored to our clients’ unique needs, we have an exciting opportunity to enrich our clients with financial freedom and knowledge, and share in the joy from the fulfillment of their milestone aspirations.
Helping clients realize their dreams through objectivity and personal accountability.