Marshall can be reached at:
Marshall Moua is responsible for opening and maintaining client accounts as well as performing financial plan updates. He assists with the day to day operations of the branch office. Marshall has an extensive background in organization, time management and customer service where he developed during most of his college years working in the restaurant industry.
Marshall is a graduate of Cal Poly Pomona where he received his Bachelor’s degree in Finance, Real Estate and Law. Marshall currently holds a FINRA Series 7 and 66 securities licenses and a California Life Insurance license.