Marcos Calderon

Background and experience

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

 

I worked for 5 years with Merrill Lynch, before joining Wells Fargo Advisors. My experience also includes positions with Edward Jones. I hold dual Bachelor’s degree in Psychology and English from Boston University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

 

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

 

Away from the office

My wife and I enjoy attending live events, be it concerts, comedy shows or heading to Golden 1 arena to watch a game. We also enjoy hikes in the neighboring areas with our dogs.