Marco Rimassa, CFP, CRPC, CFA

Marco Rimassa, CFP®, CRPC®, CFA is a wealth manager and investment advisor who has been registered with the Texas State Securities Board since 1999. He received his B.A. in Economics and History from Rice University in 1997 and M.B.A. with a Finance concentration from the University of Texas in 2003. He is a Chartered Financial Analyst (CFA) charterholder since 2008, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2020, and a Chartered Retirement Planning Counselor™ (CRPC®). In addition, he is a Board Member for the Financial Planning Association of Houston (FPA) and a Member of the CFA Society of Houston. After successfully navigating a multi-decade career in Corporate Finance and as the President of a Trust subsidiary company, he now focuses on his passion of assisting individuals with their personal financial and retirement goals.