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Marcos Palma Garcia, Financial Advisor

FINANCIAL ADVISOR
Marcos Palma Garcia

3021 Citrus Circle Ste 275, Walnut Creek, CA 94598opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Hispanic Family Finances
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Wealth Strategies
  • Employee Stock Options

About Marcos

As an Edward Jones financial advisor raised in the vibrant Bay Area, I bring a deep understanding of our community's financial landscape. I am a business owner with seven years of dedicated service in the financial services industry, I've honed a strong work ethic and developed a knack for thinking outside the box to help my clients achieve their financial needs and goals. When I am not with clients, I enjoy spending time with my family, exploring new food/restaurants or watching the current and exciting F1 races.

My passion lies in empowering individuals and families to make confident financial decisions...

Work History

  • Edward JonesOctober 2023 to Current
  • Northwestern Mutual WealthOctober 2022 to October 2023

Personal Interests

  • Animal Rescue
  • Auto Racing
  • Art Collecting
  • Cooking
  • Golfing

Team Members

  • Jennifer Denney
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(925) 935-1149

Fax

(855) 289-6510

Office Address

3021 Citrus Circle Ste 275
Walnut Creek, CA 94598opens in a new window

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