Marco Lima, Cfp®

Marco Lima, Cfp® Email and Phone Number

CEO, Wealth Advisor @ MRA Advisory Group
Parsippany-Troy Hills, NJ, US
Marco Lima, Cfp®'s Location
Parsippany, New Jersey, United States, United States
Marco Lima, Cfp®'s Contact Details

Marco Lima, Cfp® work email

Marco Lima, Cfp® personal email

n/a

Marco Lima, Cfp® phone numbers

About Marco Lima, Cfp®

Mr. Lima helps lead his team at MRA Advisory Group to deliver on the firm's mission to help clients solve current financial challenges and plan for their future with confidence. Areas of focus: financial planning, wealth management, business services, insurance solutions and real estate.Visit: mraadvisory.com

Marco Lima, Cfp®'s Current Company Details
MRA Advisory Group

Mra Advisory Group

View
CEO, Wealth Advisor
Parsippany-Troy Hills, NJ, US
Marco Lima, Cfp® Work Experience Details
  • Mra Advisory Group
    Ceo, Wealth Advisor
    Mra Advisory Group
    Parsippany-Troy Hills, Nj, Us
    View
  • Mra Advisory Group
    Ceo, Wealth Advisor
    Mra Advisory Group May 2017 - Present
    Parsippany, Nj, Us
    Marco is the CEO, Wealth Advisor of MRA Advisory Group. He helps lead the company's efforts to deliver on its mission to "Simplify Financial Services Across Generations."MRA Advisory Group is an independent Registered Investment Advisory (RIA) firm that truly employs comprehensive financial planning and risk management strategies as core principles in its Wealth Management Process. Core Competencies: Financial Planning, Wealth Management, Business Services, Insurance Solutions and Real Estate. Visit us at www.mraadvisory.com
    View
  • Ameriprise Financial Services, Inc.
    Private Wealth Advisor
    Ameriprise Financial Services, Inc. Jul 2003 - May 2017
    Minneapolis, Mn, Us
    View

Marco Lima, Cfp® Skills

Wealth Management Financial Planning Retirement Planning Investment Advisory Risk Management Insurance Wealth Accumulation Certified Financial Planner Investments

Marco Lima, Cfp® Education Details

  • City University Of New York-Baruch College
    City University Of New York-Baruch College
    Finance And Investments

Frequently Asked Questions about Marco Lima, Cfp®

What company does Marco Lima, Cfp® work for?

Marco Lima, Cfp® works for Mra Advisory Group

What is Marco Lima, Cfp®'s role at the current company?

Marco Lima, Cfp®'s current role is CEO, Wealth Advisor.

What is Marco Lima, Cfp®'s email address?

Marco Lima, Cfp®'s email address is li****@****att.net

What is Marco Lima, Cfp®'s direct phone number?

Marco Lima, Cfp®'s direct phone number is +197392*****

What schools did Marco Lima, Cfp® attend?

Marco Lima, Cfp® attended City University Of New York-Baruch College.

What skills is Marco Lima, Cfp® known for?

Marco Lima, Cfp® has skills like Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Risk Management, Insurance, Wealth Accumulation, Certified Financial Planner, Investments.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.