Marcos is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive retirement strategies, group benefits, investments, financial planning, business and estate transfer strategies. Marcos utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.
Marcos studied Kinesiology at San Diego State University. Marcos holds his Series 7 and Series 66 registrations, and his Life and Health Insurance License. Marcos is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc.
Prior to joining Tax & Financial Group (TFG), Marcos was a District Manager for a Fortune 500 company where he provided financial services to business clients of all sizes. During this time, Marcos received multiple performance awards as well as being promoted to 4 different positions while there.
Marcos is committed to giving back to the industry and his community by coaching his son’s Little League team, practicing tennis with his daughter, supporting local businesses, Marcos also enjoys promoting fitness and financial wellness to the members of his community.
Securities and Investment Advisory Services offered through Securian Financial Services Inc, Member FINRA/SIPC. Tax & Financial Group is independently owned and operated. Tax and Financial Group 4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660. 4758309 DOFU 5-2022