Marcello is a Wealth Management Advisor who helps clients build and protect their financial futures through personalized investment, insurance, and financial planning strategies. Known for his objective approach and customized solutions, he is dedicated to guiding individuals and families toward long-term financial security and success.
Marcello earned his bachelor’s degree in finance with honors from San Jose State University, followed by an MBA from Florida International University. His career began at ADP Inc., where he excelled as an elite financial services sales manager from 2012 to 2021, earning a place in the ADP Sales President’s Club eight years in a row. He later brought his leadership and financial expertise to Celsius Inc., serving as a national sales manager and playing a key role in the company’s successful NASDAQ launch.
Today, at WestPoint Financial Group, Marcello blends his deep industry knowledge with a client-first philosophy. He is an active member of the Manhattan, Queens, Brooklyn, and Long Island City Chambers of Commerce in NYC, as well as the Brazilian American Chamber of Commerce and Brazilian Professionals Abroad Associations, reflecting his global perspective and community involvement.
Outside of work, Marcello is passionate about lifelong learning. He enjoys reading, traveling, meditation, fitness, and nutrition, and—true to his profession—he continues to explore investments and financial planning even in his free time.
