Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

"It is not enough to refuse to do bad or wrong things; you must choose to do the right things in life.“

– Rick Warren

Marcelo Yepez Jr.

Marcelo Yepez Jr.

Client Services Associate



It did not take long for Marcelo to fall in love with the financial planning profession. After completing an internship with a large financial institution, Marcelo realized just how impactful the work could be. He went on to try and develop a practice before coming across an opportunity to join the Marangola Financial Group. Upon relocating from Texas, Marcelo’s passion for people was reignited.

As a Client Services Manager, Marcelo assists with administrative tasks and looks to foster meaningful relationships while applying a high level of attention and care to every situation at hand. His professional and life experiences have equipped him with a continuous desire to learn, grow, and do the right things. Marcelo is currently preparing for his FINRA Securities licenses and his goal is to earn a Certified Financial Planner designation.

Marcelo was raised in Dickinson, Texas and is a first-generation college graduate. He enjoys music, the outdoors, travelling and spending time with loved ones.

Education:
Bachelor of Arts, Multidisciplinary Studies – Business/Philosophy/Legal Studies, The University of Texas, San Antonio, 2016


Licenses:
California Life Insurance Agent