Not many people can say they’ve had the same passion since their teenage years. But a career in finance was always in the cards for Noah Marell, who used his bar mitzvah earnings to start investing in the stock market at the age of 13. Together, Noah’s passion for investing and serving others fuels his work as a Financial Advisor with Wipfli Financial Advisors.
Whether they’re investing for retirement or building a charitable legacy, Noah works with clients to develop a complete understanding of their long-term goals and ensures that those objectives are aligned with their investment strategies.
Recognizing that investments are just one piece of the puzzle, Noah also draws on his experience as a Certified Financial Planner™ to connect his clients’ investments with financial planning to cover their financial roadmap.
Noah got his start in the financial services industry early on, serving as an Intern and eventually a Registered Representative with ING Financial Partners while completing his college education. At ING, Noah gained broad experience with the investing world, from retirement analysis to investment portfolio design and management.
In 2012, Noah came on board as an Associate Advisor with Wipfli Financial, where he built his industry knowledge and refined his investment advisory approach, a skill that he has carried over to his current role.
Noah also actively serves in his community. He currently sits on the Board of Directors for Minnesota Hillel and the Beth El Synagogue Foundation.
When it comes to client service, Noah’s personal mission goes back to where his passion for investing first started: “There’s nothing more rewarding to me than making a difference for my clients and helping them make the most out of their financial lives.”
Certified Financial Planner™
Series 65 License
Bachelor of Science in Business (B.S.B.) with a concentration in Finance and a minor in Political Science from the University of Minnesota – Minneapolis
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