- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
Funds Used With Clients
Firm Client types
|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 AssociationMembershipThe 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 PlannerDesignationA 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 AgentDesignationAn 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
AnswersAsk a financial questionAsk a question
|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
Licenses & Conducts
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