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Marco Barajas, Financial Advisor

FINANCIAL ADVISOR
Marco O Barajas

CFP®, CEPA®
11550 W Interstate 10 Ste 194, San Antonio, TX 78230opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Portfolio Reviews

About Marco

Our Edward Jones branch is unique in that we deeply serve a relatively small number of total households. Mary and I enjoy the personal relationships we’ve developed with our clients and appreciate how our small household ratio allows us to be thoroughly comprehensive. We utilize all the resources of a Fortune 500* company to help you prepare for retirement, pay for education and protect your goals from the unexpected.

I am a financial advisor and a CERTIFIED FINANCIAL PLANNER® professional. I also hold the Certified Exit Planning Advisor® or CEPA® designation. I particularly enjoy helping my clients with complex situations and...

Work History

  • Edward JonesMarch 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Texas-El PasoMaster of Business Admin

Team Members

  • Mary Gleason
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(210) 558-3150

Fax

(855) 691-8465

Office Address

11550 W Interstate 10 Ste 194
San Antonio, TX 78230opens in a new window

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