Home Up

Scott E. Bordelon
Andrew Hoffman
William J. Romeo
Marco Gomez-Perez
Jason Sanchez
Joseph O'Sullivan

Marco A. Gomez-Perez is one of the co-owners of FINESTPLAN, LC along with William J. Romeo.

Marco was managing mutual fund and bond portfolios when he and Bill elected to serve their clients through the founding of their own company. Marco's and Bill's complementary skills and experiences were a perfect match.

FINESTPLAN, LC was created to fill the needs of successful professionals, business owners and retirees for the finest and most comprehensive retirement and estate planning.

Marco has a Civil Engineering degree and has completed course work in Finance, Industrial Organization and Marketing. He also holds an insurance license for life/health and variable annuities, a Series 7 securities registration, and a Series 66 for Financial Advisory. He was engaged in the management of several companies in Sao Paulo, Brazil, for eleven years, serving in production, marketing, administration, human relations and general management positions. He specialized in reorganizing, restructuring and optimizing production and finances. He also orchestrated, negotiated and supervised corporate mergers and acquisitions, and was enlisted to provide his expertise to three companies in Madrid and Barcelona, Spain, franchisees from the Italian group Fiat.

 

[ Home ] [ Services ] [ Products ] [ Client Accounts ] [ Our Advisors ] [ Advisor Access ] [ Our Staff ] [ Brochures ] [ Site Links ] [ Fin. Calculators ] [ Newsletters ] [ Client Reports ] [ News ] [ Market Updates ]

Send mail to sbordelon@fimadvisors.com with questions or comments about this web site.
Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through LPL Financial, member FINRA/SIPC. Financial & Investment Management Advisors, Inc. is a separate entity and is is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may discuss and/or transact securities business with residents of the states listed in the following page: Regulatory Disclosure Information.  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and Certified Financial PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Copyright © 2000-2009 Financial & Investment Management Advisors, Inc.
Last modified: January 13, 2010