Our People

Marc Oceanak, CFP®

Relationship Manager

Marc Oceanak, CFP®, is a Relationship Manager with Beacon Trust, where he works closely with clients to deliver comprehensive financial planning and wealth management solutions tailored to their unique goals. He brings over a decade of experience in insurance, financial planning, and relationship management, with a strong focus on coordinating with specialists in tax, trust, and estate services to help clients achieve long-term financial success.

Prior to joining Beacon Trust, Marc served in advisory roles supporting high-net-worth families, guiding them through complex financial decisions and multi-faceted planning needs. He earned his Bachelor’s degree in Finance from Hofstra University and holds the CERTIFIED FINANCIAL PLANNER™ designation along with relevant insurance and securities licenses.

Outside of the office, Marc enjoys skiing and golfing, and loves spending time outdoors with his wife and their cavapoo, Champ.