I started working with Marcos when I was in residency and newly married and he was so helpful. He has spent countless sessions providing concrete, easily understood education on how to set ourselves up for success financially. He helped with setting up disability and life insurance policies, managing our retirement funds, purchasing our home, setting up 529 college funds for our children, and maximizing our savings. Marcos is extremely accessible and responsive - whatever small or large question comes up, he is quick to respond and set up a call if needed. He is patient, customizes his education and advice to our current circumstances, and I always feel like he has our best interests at heart. I'm so grateful we found him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This statement is a testimonial by a client of the financial professional as of 01/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.