Marie Stark

Marie Stark is a Partner at Forum Financial Management, LP, where she leads the Cohoes, NY office. With more than 30 years of experience as a CPA and financial advisor, she specializes in integrated wealth management, guiding clients through holistic financial planning with a strong emphasis on tax-efficient investment strategies.

Her expertise centers on working with individuals and multi-generational families, particularly focusing on portfolio allocation between qualified (tax-advantaged) and non-qualified assets to maximize after-tax returns. Marie regularly advises on retirement planning, estate planning, risk management, and education funding, tailoring each financial plan to address her clients’ unique life stages and goals.

Marie previously served as President of Stark & D’Aprile CPAs PC and continues to maintain active CPA credentials. She holds a BBA in Accounting from Siena College, and is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs. Known for developing deep client relationships and fostering generational wealth transfer, she is also recognized for her long-standing commitment to professional and community service.