Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor

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In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a new role as a service advisor. He joins us today to share more about his background, his journey into finance from the education and technology sector, and his passion for problem-solving and life-long learning.
Here are some key takeaways from this episode:

• Marcos shares his journey from a tech-savvy background in education to becoming a licensed financial advisor
• Marcos's genuine interest in finance stems from his passion for problem-solving. He enjoys tackling financial challenges and helping clients find solutions that align with their goals.
• As a younger advisor, Marcos emphasizes the importance of staying informed about changing financial trends and technologies.
• Marcos's calm and genuine communication style allows him to connect with clients on a personal level, making them feel comfortable and understood.
• Outside of finance, Marcos is an avid Sacramento Kings fan. He shares his lifelong passion for the team and even plans annual trips to watch their games in different cities.

WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [e-mail]. You can also reach the team by phone at [phone].

Розділи

1. Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor (00:00:00)

2. Meet Marcos Lemus, Financial Advisor (00:00:03)

3. Jargon, Fandom, and Future Plans (00:09:01)

4. Labor Day Weekend and Anniversary Celebrations (00:14:14)