Marco Vasquez in

Marco Vasquez

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Financial Advisor at Edward Jones
📍 Palos Verdes Peninsula, California, United States

Marco Vasquez is a Financial Advisor at Edward Jones with nearly a decade of experience in financial services. He specializes in advanced retirement income, helping clients build and protect their financial health by focusing on their life goals rather than just their assets. He is a graduate of San Diego State University.

Outside of his professional work, Marco is actively involved in his community through the San Diego Hispanic Chamber of Commerce. This suggests a commitment to supporting local businesses and fostering economic development in the San Diego area.

His guiding philosophy is that money is a tool, and ones purpose and life goals are what should drive it.

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Experience
12 Years
Current Role
Financial Advisor
Location
Palos Verdes Peninsula, California, United States
Personality Overview

How Marco shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Marco cares about

Advanced Retirement Income
His professional title and focus are centered on creating advanced retirement income strategies for his clients, indicating deep expertise in this specific area.
Long-Term Investing
He consistently shares content advising long-term investors to maintain diversified portfolios and ignore short-term market swings driven by headlines.
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Career

Work history

8-2022
Financial Advisor
Edward Jones
11-2013 - 8-2022
Senior Premier Banker
Wells Fargo
In the press

Media appearances

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Education

Marco has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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