In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a new role as a service advisor. He joins us today to share more about his background, his journey into finance from the education and technology sector, and his passion for problem-solving and life-long learning.
As Marcos discusses his transition into this new role, you’ll discover why working with a younger advisor like him can be advantageous. His calm and genuine communication style can help clients navigate sensitive financial topics with ease. You’ll also learn about Marcos’s personal interests, including his lifelong fandom of the Sacramento Kings and his annual tradition of attending Kings games in different cities.
Here’s some of what you will learn in this episode:
- Marcos shares his journey from a tech-savvy background in education to becoming a licensed financial advisor.
- Marcos’s genuine interest in finance stems from his passion for problem-solving. He enjoys tackling financial challenges and helping clients find solutions that align with their goals.
- As a younger advisor, Marcos emphasizes the importance of staying informed about changing financial trends and technologies.
- Marcos’s calm and genuine communication style allows him to connect with clients on a personal level, making them feel comfortable and understood.
- Outside of finance, Marcos is an avid Sacramento Kings fan. He shares his lifelong passion for the team and even plans annual trips to watch their games in different cities.
If you have any questions about what we discussed or anything else in your financial plan, email us at email@example.com.
Learn more about Marcos:
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