Marcel Santos, CFP® grew up in Montgomery County, MD and began his career as a Financial Planner after receiving his undergraduate from the University of Maryland, College Park. Later in his career he graduated from the College for Financial Planning completing the CFP® Certification Professional Education Program.

He has always been an entrepreneur at heart and always had a keen interest in behavioral finance, business and investing. These skills have helped him build his Financial Planning practice over the last decade, working with clients across the country by focusing on developing meaningful client relationships, and offering personalized solutions to help clients achieve their goals. Marcel is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor and currently holds the Series 6, 7, 26, 63, and 65 securities registrations.

Marcel currently lives in North Bethesda with his wife and golden retriever puppy, and during his time off enjoys staying active through sports, traveling, exploring new restaurants, and spending quality time with their dog, their friends and family.