Marco Rimassa (CFA, CFP®, CRPC®, MBA)
Marco Rimassa focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
CFE Financial - with a focus on 'Cash Flow Engineering' - was founded as a fee-only financial advisory firm to help our clients build and secure their financial future. Our focus is on the long-term benefits of careful planning and deliberate action with a specialty in personal finance strategies for early and traditional retirement. We are committed to service with integrity. Three additional ways to get information from us on personal finance and retirement topics: * Connect with Marco on LinkedIn, where he occasionally posts Personal Finance Snapshots and his 'Two To Retire' video series: https://www.linkedin.com/in/marco-rimassa-cfefinancial/ * Check out the Videos section on our webpage for our 'Retire (Mo)ments' video series! Or you can subscribe to our YouTube channel here: https://www.youtube.com/@cfefinancial * Glance through the Blog section of our website, which you can find here and subscribe to: https://cfefinancial.com/blogAdditional Information
Marco Rimassa, CFP®, CRPC®, CFA is a wealth manager and investment advisor who has been registered with the Texas State Securities Board since 1999. He received his B.A. in Economics and History from Rice University in 1997 and M.B.A. with a Finance concentration from the University of Texas in 2003. He is a Chartered Financial Analyst (CFA) charterholder since 2008, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2020, and a Chartered Retirement Planning Counselor™ (CRPC®) since 2022. In addition, he is a Board Member for the Financial Planning Association of Houston (FPA) and a Member of the CFA Society of Houston and The National Association of Personal Financial Advisors (NAPFA). After successfully navigating a multi-decade career in Corporate Finance and as the President of a Trust subsidiary company, he now focuses on his passion of assisting individuals with their personal financial and retirement goals.NAPFA Start Date
September 17, 2024
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