Broker Check

Marcel Santos, CFP®

Marcel Santos, CFP®

Wealth Advisor

(240) 485-1505
marcel.santos@ceterainvestors.com

We are Fiduciary Financial Planners working locally in MD, DC, VA and meeting virtually with clients across the country. We focus on creating financial plans that address investing, cash-flow strategies, equity compensation, tax planning, college planning, retirement planning, and strategies to help achieve specific financial goals like buying a house, changing jobs, running a business, and optimizing your finances. The first step is meeting with you to understand your goals and objectives and determine if we are a good fit for one another. We focus on creating financial plans that address investing, cash-flow strategies, equity compensation, tax planning, college planning, retirement planning, and strategies to help achieve specific financial goals like buying a house, changing jobs, running a business, and optimizing your finances. 

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