Michael Peres is joined by Marcus Sturdivant—financial professional, MBA, and passionate advocate for real-world financial literacy. Marcus helps individuals and families build confidence around money through personalized, goal-driven guidance, from buying a home and funding education to investing and retirement planning. In this episode, we unpack how his journey—from learning finance in high school, to a decade in small business, to earning his licenses and stepping into investing—shaped the way he teaches people to win with money.
In this episode, you’ll learn:
• How Marcus first got interested in finance and financial literacy back in high school.
• The role small business experience played in shaping his practical approach to money.
• Why he pursued business administration, law, and an MBA—and what that did (and didn’t) prepare him for.
• What it’s really like studying for Series licenses, and how different it is from traditional business school.
• His philosophy on building lasting financial success through clarity, confidence, and trust.
• The life milestones most people overlook—and how to plan for them without getting overwhelmed.
