Anthony Marcelino
 

 

ANTHONY MARCELINO, INVESTMENT SERVICE SPECIALIST, FINANCIAL PLANNING ASSOCIATE

VIEWPOINT - PLEASANTON

My engineering studies have helped me excel in the mathematical aspect of financial services, so I can make a positive difference in our clients’ lives, supporting our advisors who develop and fulfill financial plans that generate a better quality of life and less stress.

I have worked at financial services firms in the Bay Area since 2000 and joined the Viewpoint team in 2010.

I am the fifth of six siblings, all of us born and raised in the San Francisco Bay Area, and we remain a close family.  I am passionate about golf.  Really passionate.


FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network

BS, Engineering, California Polytechnic State University

 

7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA 94566 | 925-227-8858 | [email protected]