Link only available for pre-scheduled meetings
About Marco
Marco Lima, CFP®
CEO, Wealth Advisor
Call: + 1 844.672.7623
Marco Lima, CFP® - My Story
Mr. Lima is the CEO of MRA Advisory Group, helping the firm deliver on its mission to help clients solve current financial challenges and plan for their future with confidence. Marco is also a Partner and Investment Committee member of MRA Capital Partners. He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2017.
His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. (2000– 2001) and at Financial Dynamics Business Communications (2002–2003), both in New York City. He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2002 from Baruch College –The City University of New York, New York, NY.
Mr. Lima is the author of Building Enduring Wealth For Retirement. A guide for achieving financial independence and for creating a faith-based financial plan.
He enjoys community service, volunteering for Habitat for Humanity and the Community Food Bank of New Jersey, and is a member of the Financial Planning Association.
He lives in Morristown, NJ with his wife Fernanda and his five children.
Areas of Expertise
- Financial Planning
- Wealth Management
- Retirement income strategies
- Protection Planning
- Tax Planning
Schedule a meeting with Marco
The calendar is available for current and prospective clients only
What to expect from an initial conversation with Marco
Bring your questions. Do you have any financial blindspots?
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death
Find Opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an MRA Advisory Client, you can expect:
– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule
Book
Book: Building Enduring Wealth For Retirement. A guide for achieving financial independence and for creating a faith-based financial plan.
Book Synopis
Each chapter of the book addresses one component of the WealthBuilder Mindset as it relates to retirement planning. The goal is to help readers create a systematic and repeatable process so that they retire “to something” instead of “from something.” Each chapter introduces tools for readers to open their eyes to financial blind spots related to retirement living
Throughout the book, I will also reference wisdom taught by the greatest financial planner ever. His name is Jesus Christ. To the best of my ability, I ask Him for advice on all my plans. He has never failed me. He’s the one who gives me true wisdom, patience, and guidance in my personal life and professional career. In that spirit, I will illustrate to the reader that WealthBuilder Mindset gets a major boost should you allow The Wonderful Counselor to participate in your planning and decision-making.
This is not a religious book. It is a “how-to” book. I pray that the words of scripture mentioned herein will support the WealthBuilder Mindset and that the references will give you inspiration and foundational guidance for your journey. As it is written: “For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 (NIV).