Anthony Marcelino, 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, joining 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 registrations held through Commonwealth Financial Network
B.S, Engineering, California Polytechnic State University