A graduate of Pacific Coast Banking School at The University of Washington in Seattle, Marcus Paredes was identified as an executive early in his career and was then sponsored by executive management to continue with graduate studies while pursuing a career.
In 1997, Marcus decided to pursue wealth management and concentrate on helping others. As a successful financial advisor it was not long before Marcus found himself selected again for management. This time, he managed over 30 advisors throughout southern California. During this period, he was instrumental in developing a training module for financial advisors throughout the country.
Having nearly 30 years of financial services experience, Marcus left the banking sector in 2006 to start up his own financial consulting firm. Marcus continues to grow and develop by focusing on one client at a time. Marcus is professionally licensed with the Series 7, 63, 65, 24 registrations held with LPL Financial and California Life Insurance Licenses and is also securities registered in Arizona, California, Colorado, Florida, Hawaii, Idaho, Maryland, New Jersey, Nevada, Oregon, Ohio, Utah, Washington and Wyoming.