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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


 7011 Koll Center Parkway, Suite 260, Pleasanton CA 94566   |   925-227-8858   |