FINANCIAL ADVISOR
CallSend Me a MessageMarco O Barajas
CFP®, CEPA®
11550 W Interstate 10 Ste 194, San Antonio, TX 78230opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®
Team Members
- Mary GleasonSr. Branch Office Administrator
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