Work History
Edward Jones
Edward JonesAugust 2022 to CurrentWells Fargo Clearing Svcs LLC
Wells Fargo Clearing Svcs LLCNovember 2016 to August 2022
FINANCIAL ADVISOR
Marco A Vasquez
501 Deep Valley Dr Ste 210, Rolling Hills Estate, CA 90274opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Estate & Legacy Strategies
- Divorce Finances
- New Investors
- Retirement Savings Strategies
- Hispanic Family Finances
- Portfolio Reviews
About Marco
I believe money is a tool and your purpose and life goals is what drives it. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence, is the essence of what we do.
With nearly a decade of experience in banking and financial services, I counseled individuals of all ages and walks of life. I help my clients build and protect their financial health. My practice employs a process that actually puts our clients lives and their financial well-being at the center of the dialogue instead of their assets. We do this by making sure...
With nearly a decade of experience in banking and financial services, I counseled individuals of all ages and walks of life. I help my clients build and protect their financial health. My practice employs a process that actually puts our clients lives and their financial well-being at the center of the dialogue instead of their assets. We do this by making sure...
Work History
Edward Jones
Edward JonesAugust 2022 to CurrentWells Fargo Clearing Svcs LLC
Wells Fargo Clearing Svcs LLCNovember 2016 to August 2022
Personal Interests
- Cooking
- Sports Enthusiast
- Outdoor Enthusiast
- Active Lifestyle
- Community Outreach
Team Members
Nicole BoggsBranch Office Administrator- Diane CottonSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 03:00PM |
| Fri | 09:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 03:00PM |
| Fri | 09:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Location
Rolling Hills EstateFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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