Marco Scalco is a tax and financial advisor who believes in helping clients with comprehensive financial services with an emphasis on tax planning and preparation, individual retirement, investments and insurance.
He combines personal attention with a focus on strategic, tax-efficient financial planning and over 10 years of experience in the tax and financial services industry to help his clients achieve financial prosperity. The ability to be a full service provider of financial needs allows Marco to create seamless and convenient experiences for his clients.
Marco has been engaged in a continuous quest for knowledge and professional development. He obtained his Bachelor’s degree in Business Administration in 2003 and since then has furthered his education by obtaining the following certifications:
- Enrolled Agent – U.S. Department of the Treasury, Internal Revenue Service (IRS)
- Registered Financial Consultant
- CERTIFIED FINANCIAL PLANNER™ professional
- Passed the FINRA Series 7/ General Securities Examination
- Passed the FINRA Series 66/ Uniform Combined State Law Examination
- Life, Accident and Health Agent – California Insurance License # 0E5149
- Fire & Casualty Broker-Agent – California Insurance License # 0E5149
Marco is an active member of the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA). In his spare time, he enjoys spending time with his family, traveling and outdoor activities. Marco and his wife Erin reside in Huntington Beach, California. They have two children.