Marco joins the Beacon Financial Planning Team!

We are proud to announce that Marco Farina joined the Beacon Team this August as a Paraplanner. Marco is a driven financial professional who graduated from the University of Vermont with a Bachelor of Science in Business Administration, concentrating in Finance. He gained valuable experience working as an intern for three years at Exencial Wealth Advisors, where he developed a strong foundation in wealth management. 

Demonstrating his commitment to the field, Marco passed the Series 65 exam and stepped into the role of Paraplanner at Westview Investments —  all before completing his degree. Following his graduation, he returned to Cape Cod and joined the team at Beacon. Marco is dedicated to helping  clients navigate their financial journeys and achieve their goals. Outside of the office, Marco enjoys fishing, skiing, and golfing.

"Marco's intelligence, drive, and quick learning have already made a positive impact both within the firm and with our clients. What I find most impressive is his dedication to fostering the long-term relationships that are a hallmark of Beacon’s commitment to our clients." ~ Kelli Grew, Partner & Vice President, Beacon Financial Planning

Please join us in welcoming Marco to our team!