portrait of Serban C Maracine
FINANCIAL ADVISOR
Accepting New Clients
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About Serban

Allowing someone into the world of your finances can be deeply personal, so it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor. It all starts with one question: What's most important to you?

As an experienced financial advisor, I provide select clientele with personalized service in the areas of wealth strategy, including estate considerations, retirement planning and risk assessment. My mission is to help clients prepare financially for their future.

We work closely with your professional partners, tax advisors, CPAs and attorneys. Our comprehensive process helps enable...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Cal State Univ-Long BeachBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Cooking
  • Real Estate
  • Golfing

Team Members

  • Joanie Pray
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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