Marcos Lemus joined Bulman Wealth Group in 2021, bringing more than a decade of experience applying technology and strategy to improve systems, strengthen teams, and enhance client experiences. His analytical mindset and calm, service-driven approach make him a trusted partner to those seeking clarity in their financial planning. As a fiduciary, Marcos is committed to helping families make decisions rooted in confidence, understanding, and long-term purpose.
As a National Social Security Advisor (NSSA®), Marcos is specially trained to help clients understand the complexities of Social Security, when and how to claim benefits, coordinate spousal strategies, and integrate those decisions into a broader retirement plan. His ability to translate intricate rules into clear, actionable strategies empowers clients to make decisions with confidence and peace of mind.
Marcos brings a true servant’s heart to his work and finds deep fulfillment in building lasting relationships with clients. He believes the most meaningful part of his role is helping families gain both financial confidence and emotional comfort about their future.
Outside the office, Marcos is happiest when he’s with his wife, Sammie, and their young daughter, discovering new places together or returning to their favorite escape in South Lake Tahoe. A devoted fan of the Sacramento Kings, he enjoys game nights and the energy of live sports. On quieter days, you’ll often find him with an iced coffee in hand, taking a moment to recharge and enjoy life’s simple pleasures.
