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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning



No timeline events available.
Employer Years Dates
360 Dividends 5 years, 8 months Jun 2014 - Present
Self-Employed 7 months Nov 2013 - Jun 2014
E*Trade Capital Management LLC 1 year, 11 months Nov 2011 - Oct 2013
E*Trade Savings Bank 1 year, 11 months Nov 2011 - Oct 2013
E*Trade Securities LLC 1 year, 11 months Nov 2011 - Oct 2013
Citigroup Global Markets Inc. 1 year, 6 months Jun 2010 - Dec 2011
Self-Employed 3 months Mar 2010 - Jun 2010
Mml Investors Services, Inc. 5 months Oct 2009 - Mar 2010
Massmutual Life Insurance Company 6 months Sep 2009 - Mar 2010

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Enrolled Agent
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

Insights by Marcos Lira

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How do i know its the right account?
Hi Jessica,I have no idea what type of account you are considering, but here's my take.I'm reminded of the following quote, "Choice is more than picking 'x' over 'y.' It is a responsibility to separate the meaningful and the uplifting from the trivial and the disheartening. It is the only tool we ...  (more)
Answered Jun 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Jan 27, 2020
    • license status
      Not registered
    • disclosures
    • as of date
      Nov 15, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on Jan. 15, 2019
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