Marco Rimassa, financial advisor Katy TX

Marco Rimassa

CRD Number: 3122808
Current Firm: Cfe Financial

Marco Rimassa (CRD# 3122808) is an Investment Advisor Representative working at Cfe Financial in Katy, TX and has over 23 years of experience in the finance industry. Marco Rimassa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Paw Group Katy, TX May 2015 - Current 6
Marco Javier Rimassa Katy, TX Jul 1999 - Current 22
Investors Trust, Inc. Houston, TX May 2017 - Nov 2019 2
Service Corporation International Houston, TX Oct 2010 - Nov 2019 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Marco J. Rimassa
Phone Number: 713-550-2518
Registered State(s):
  • AR
  • TX
Current Firm Details
Cfe Financial
Firm's CRD Number: 116117
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $583,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, TX

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