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Scott E. Bordelon
Andrew Hoffman
William J. Romeo
Marco Gomez-Perez

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.

 

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Regulatory Disclosure Information
Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. FINRA web site is www.FINRA.org.  Investment Advisory Services offered through Financial & Investment Management Advisors, Inc., an SEC Registered Investment Advisory Firm. Financial & Investment Management Advisors, Inc. is not affiliated with Mutual Service Corporation or LPL Financial.
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.

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Last modified: May 01, 2008