Since 2003, Marco has worked in the financial services industry helping individuals and businesses manage their finances. Joining Wells Fargo Advisors as a Financial Advisor in August 2014, he manages the daily servicing of existing client relationships and implementation of clients' goals-based wealth management strategies for the Barr Cisneros Group. Marco focuses on retirement income solutions, portfolio construction, and insurance planning. Prior to joining Wells Fargo Advisors, he worked at Merrill Lynch / Bank of America as a Financial Advisor for over 7 years and as a Finance Coordinator at the Orange County Museum of Art.
Marco received his B.S. in Finance, Real Estate, and Law from California State University at Long Beach. He served as a Board Member with the Cerritos College Foundation for three years. Both Southern California natives, he and his wife, Rosalind, enjoy traveling and are active with various charities here in the United States and abroad.
Marco currently holds the following registrations and professional designation:
CFP® - Certified Financial Planner
Series 7 - General Securities
Series 66 - Uniform Combined State Law
CA Insurance (License # 0E42412)
Resident State: CA