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Marciel J. Camacho, enrolled agent, Financial Advisor

Viewpoint -  LOS GATOS

Lexington Financial Wealth and Tax Strategies

Marciel has partnered with Viewpoint Financial as a Financial Advisor. Enrolled Agent, CERTIFIED FINANCIAL PLANNER™. Practitioner, the co-founder of Lexington Financial Wealth and Tax Strategies. His focus is on helping successful professionals plan and invest for their financial future. 

Marciel has three decades of experience in finance. He has successfully built a solid reputation and long-term relationships by providing clients with the highest level of financial competency and integrity to guide them through the process to develop comprehensive financial strategies. 

Prior to founding Lexington Financial Wealth and Tax Strategies, Marciel served as controller for several firms within the Semiconductor and Robotics industries and worked to procure venture capital funds for start-ups. He has performed complex business financial modeling and forecasting and has worked extensively with and installed multiple small business accounting software systems. He has held internal audit positions within large corporations, responsible for business finance, tax, and business accounting.

Marciel is a graduate of Brigham Young University with a BS in Accounting and has continued graduate studies at Golden Gate University.


CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 6, 7, 63 and 65 registrations held through Commonwealth Financial Network

Professional Affiliations

  • Investment Advisor Representative with Commonwealth Financial Network®
  • National Association of Enrolled Agents
  • California Society of Enrolled Agents
  • Mission Society of Enrolled Agents
  • Licensed Life and Disability Agent

Marciel J. Camacho, EA, CFP® is a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. CA Insurance License #OB08119.

 

260 Los Gatos Saratoga Rd, Los Gatos, CA 95030  |  408-395-5000  |  marciel@lexington-finance.com