Marco James Farina 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.
- Favorite Book: Into Thin Air by Jon Krakauer
- Role Model and Inspiration: My Family
- Words to live by: “Never let the fear of striking out keep you from playing the game” – Babe Ruth
