First Command Financial Advisor - Audie Marzo

First Command Financial Advisor - Audie Marzo

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Garden Grove, CA

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Financial Services

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Store Hours

Monday:
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Tuesday:
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Wednesday:
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Thursday:
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Friday:
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Saturday:
Closed
Sunday:
Closed

Location

12419 Lewis St, Ste 104
Garden Grove , CA 92840 United States
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About First Command Financial Advisor - Audie Marzo

J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions.

A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66 securities licenses plus life and health insurance licenses in California.

Understanding that the biggest obstacle to financial security for most people is their own behavior, J Audley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. J Audley will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in his community, J Audley is a volunteer for Scouts BSA.

In his free time, J Audley enjoys bike riding, golf, and spending time with family.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”

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First Command Financial Advisor - Audie Marzo

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First Command Financial Advisor - Audie Marzo 714-703-8070
12419 Lewis St, Ste 104
Garden Grove , CA 92840 United States
$
First Command Financial Advisor - Audie Marzo

Specialties

  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management

Business Details

Company name
First Command Financial Advisor - Audie Marzo
Category
Financial Services
Rating
Not Rated
Phone (Fax)
Email
JAMarzo@firstcommand.com

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First Command Financial Advisor - Audie Marzo

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