As an intern with Hawekotte Financial Group, Marcus supports the advisory team through client meeting preparation, financial analysis, and day-to-day operational support to help ensure a seamless client experience.
Motivated by helping clients make meaningful progress toward their long-term goals, Marcus values a disciplined, relationship driven approach to financial planning and is particularly interested in developing his skills in portfolio analysis, retirement planning, and client communication.
Wellness Philosophy: Thoughtful financial guidance can create clarity and confidence for individuals and families.
Quick Facts:
- Currently a finance student at California State University, Fullerton.
- Preparing for a career in Financial Planning with a strong interest in wealth management and long-term financial planning.
Get to Know Marcus:
Marcus is a finance student at Cal State Fullerton, originally from Los Gatos in the Bay Area. Outside of work and school, he enjoys weightlifting, traveling, following football and basketball, and playing strategy board games. Naturally curious and growth oriented, Marcus enjoys learning from new experiences and gaining insight from others’ perspectives.