Broker Check
Marlene Dattilo, CFP, CLTC, CFBS

Marlene Dattilo, CFP, CLTC, CFBS

Partner

Marlene takes pride in building relationships and applying her talents as a planner and organizer to help clients understand and achieve their financial objectives. Marlene's skills and experience are especially valuable in helping closely held business owners navigate financial issues that “take them away from running their businesses.” Another area of focus for Marlene is helping clients plan for retirement so they don't outlive their income or spend it all on a long-term care event.

Education: Bachelor of Science from St. John Fisher College

Home: Webster

Family: Husband Sam and children Joe, Chris, Mandy, and Rebecca

Hobbies: Outdoor hiking, biking, running, reading, and traveling

Favorite ice cream flavor: Chocolate

Favorite charities: Mary Cariola Children’s Center, Breast Cancer Coalition of Rochester, and Alzheimer Association

Favorite quote: “Go big or go home.” - Unknown