Scalco Financial

Specialties

Based in Los Alamitos, California, Scalco Financial provides independent and expert advice in the inter-​related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-​optimized solutions that are suited to your unique situation.

History

Established in 1972.

This is a third generation family business.

Meet the Business Owner

Marco S.

Business Owner

Marco Scalco, EA, CFP®

Marco has been working as a professional in the financial services industry since 2004. He obtained his Bachelor’s degree in Business Administration in 2003 and since then has furthered his education by obtaining the following certifications:

* Enrolled Agent (Department of Treasury — Internal Revenue Service)

* Cerified Financial Planner™ Practitioner — CFP®

* FINRA Series 7/​General Securities Representative

* FINRA Series 66/​Uniform Securities Agent and investment adviser representative

* Life, Accident and Health Agent — California Insurance License # 0E5149

* Fire & Casualty Broker-​Agent — California Insurance License # 0E5149

Marco is a complete tax and financial advisor who believes in helping clients with comprehensive financial services, with an emphasis on tax, individual retirement, investment, and insurance. He is married and has two children.