{"id":48009,"date":"2023-09-07T18:41:08","date_gmt":"2023-09-07T18:41:08","guid":{"rendered":"https:\/\/bulmanwealth.com\/?p=48009"},"modified":"2023-09-07T18:48:27","modified_gmt":"2023-09-07T18:48:27","slug":"meet-marcos-lemus-from-tech-enthusiast-to-financial-advisor","status":"publish","type":"post","link":"https:\/\/bulmanwealth.com\/meet-marcos-lemus-from-tech-enthusiast-to-financial-advisor\/","title":{"rendered":"Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor"},"content":{"rendered":"<div id=\"buzzsprout-player-13550115\"><\/div>\n<p><script src=\"https:\/\/www.buzzsprout.com\/2058194\/13550115-meet-marcos-lemus-from-tech-enthusiast-to-financial-advisor.js?container_id=buzzsprout-player-13550115&#038;player=small\" type=\"text\/javascript\" charset=\"utf-8\"><\/script><\/p>\n<p>In today\u2019s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- <a href=\"https:\/\/bulmanwealth.com\/about\/marcos-lemus\/\">Marcos Lemus<\/a>. 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.<\/p>\n<p>As Marcos discusses his transition into this new role, you&#8217;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&#8217;ll also learn about Marcos&#8217;s personal interests, including his lifelong fandom of the Sacramento Kings and his annual tradition of attending Kings games in different cities.<\/p>\n<p><strong>Here\u2019s some of what you will learn in this episode:<\/strong><\/p>\n<ul>\n<li>Marcos shares his journey from a tech-savvy background in education to becoming a licensed financial advisor.<\/li>\n<li>Marcos&#8217;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.<\/li>\n<li>As a younger advisor, Marcos emphasizes the importance of staying informed about changing financial trends and technologies.<\/li>\n<li>Marcos&#8217;s calm and genuine communication style allows him to connect with clients on a personal level, making them feel comfortable and understood.<\/li>\n<li>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.<\/li>\n<\/ul>\n<p>If you have any questions about what we discussed or anything else in your financial plan, email us at <a href=\"mailto:ask@bulmanwealth.com\">ask@bulmanwealth.com<\/a>.<\/p>\n<p><strong>Learn more about Marcos:<\/strong><\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"QmfBR8S0Mo\"><p><a href=\"https:\/\/bulmanwealth.com\/about\/marcos-lemus\/\">Marcos Lemus<\/a><\/p><\/blockquote>\n<p><iframe class=\"wp-embedded-content lazyload\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; clip: rect(1px, 1px, 1px, 1px);\" title=\"&#8220;Marcos Lemus&#8221; &#8212; Bulman Wealth\" data-src=\"https:\/\/bulmanwealth.com\/about\/marcos-lemus\/embed\/#?secret=CeyyQ45wMI#?secret=QmfBR8S0Mo\" data-secret=\"QmfBR8S0Mo\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-load-mode=\"1\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-48011 size-large\" src=\"https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote--1024x576.png\" alt=\"\" width=\"800\" height=\"450\" srcset=\"https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote--1024x576.png 1024w, https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote--300x169.png 300w, https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote--768x432.png 768w, https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote--1536x864.png 1536w, https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Quote-.png 1920w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In today\u2019s 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.<\/p>\n","protected":false},"author":11,"featured_media":48015,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[44,51,37],"tags":[152,132,58,170,168,87,169],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor | Bulman Wealth<\/title>\n<meta name=\"description\" content=\"In today\u2019s 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.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bulmanwealth.com\/meet-marcos-lemus-from-tech-enthusiast-to-financial-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor | Bulman Wealth\" \/>\n<meta property=\"og:description\" content=\"In today\u2019s 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.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bulmanwealth.com\/meet-marcos-lemus-from-tech-enthusiast-to-financial-advisor\/\" \/>\n<meta property=\"og:site_name\" content=\"Bulman Wealth\" \/>\n<meta property=\"article:published_time\" content=\"2023-09-07T18:41:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-07T18:48:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bulmanwealth.com\/wp-content\/uploads\/2023\/09\/023-Scott-Vlahon-Ep-Art-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Walter Storholt\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Walter Storholt\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor | Bulman Wealth","description":"In today\u2019s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. 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