Marcus Moran

(480) 237-5787
marcus.moran@momentumfp.net

Marcus helps clients navigate the complexities of Medicare by providing clear guidance and education around coverage options, enrollment decisions, and how those choices fit within their overall financial plan. His focus is on helping clients avoid costly mistakes, unnecessary penalties, and gaps in coverage—so they can move forward with confidence.

Marcus’s interest in Medicare began with a personal experience helping his mother through the enrollment process. That experience led him to recognize how confusing and overwhelming Medicare can be, and how valuable the right guidance is in helping seniors make informed decisions.

He graduated from the University of Utah with a bachelor’s degree in Organizational Communication and became a licensed insurance professional in 2013. Prior to that, Marcus spent several years assisting seniors with assisted living placement in Sun City, Arizona, where he gained practical experience in Medicare, long-term care, and the broader challenges families face when making care decisions. This background provides him with a well-rounded perspective on how healthcare and insurance decisions impact both clients and their families. Marcus is dedicated to educating the senior community about their Medicare rights and options. He works closely with clients of Momentum Financial Partners to ensure their healthcare decisions are aligned with their broader financial strategy.