author
Marco Lima, CFP®
CEO, Wealth Advisor
Author: Building Enduring Wealth For Retirement. A guide for achieving financial independence and for creating a faith-based financial plan.
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Marco Lima, CFP®
Author
My Story
Mr. Lima is the CEO of MRA Advisory Group, helping the firm deliver on its mission to help clients solve current financial challenges and plan for their future with confidence. Marco is also a Partner and Investment Committee member of MRA Capital Partners. He was a Private Wealth Advisor with Ameriprise Financial Services, Inc. from 2003 to 2017.
His prior experience includes working as an Investor Relations counselor at Gavin Anderson & Co. (2000– 2001) and at Financial Dynamics Business Communications (2002–2003), both in New York City. He holds the CERTIFIED FINANCIAL PLANNER™ practitioner certification and received his B.B.A. in Finance and Investments in 2002 from Baruch College –The City University of New York, New York, NY.
He is actively involved in his local church and enjoys community service and volunteers for Habitat for Humanity, Community Food Bank of New Jersey and is a member of the Financial Planning Association. He lives in Morristown, NJ with his wife Fernanda and his five children.
Languages: English, Portuguese and Spanish
My Book
Building Enduring Wealth for Retirement
A guide for achieving financial independence and for creating a faith-based financial plan
Contents
Book Synopsis
Most people spend more time planning for their yearly vacation than planning for retirement. After 20-plus years working as a financial planner helping clients save for retirement, get to retirement, and stay retired, I’ve learned that effective retirement planning follows a pattern – a mindset. I’m calling it the WealthBuilder Mindset. Those who embrace the WealthBuilder Mindset are often able to achieve their retirement goals. Those who approach retirement planning as a second thought tend to find themselves struggling in retirement and having to make major lifestyle compromises that were never intended.
Each chapter of the book addresses one component of the WealthBuilder Mindset as it relates to retirement planning. The goal is to help readers create a systematic and repeatable process so that they retire “to something” as opposed to retiring “from something.” Each chapter introduces tools for readers to open their eyes to financial blind spots related to retirement living.
Throughout the book, I will also reference wisdom taught by the greatest financial planner of all time. His name is Jesus Christ. To the extent that I can, I ask Him for advice on all my plans. He has never failed me. He’s the one who gives me true wisdom, patience, and guidance in my personal life and professional career. In that spirit, I will illustrate to the reader that WealthBuilder Mindset gets a major boost should you allow The Wonderful Counselor to participate in your planning and decision-making.
This is not a religious book. It is a “how-to” book. My prayer is that the words of scripture mentioned herein will be supportive of the WealthBuilder Mindset and that the references will give you inspiration and foundational guidance for your journey. As it is written: “For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” Jeremiah 29:11 (NIV).
What clients say about Marco and his firm
*Testimonials were provided by current clients at the time of their respective testimonials. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance, success or similar services. The client testimonials presented were chosen by the firm, other clients may have different experiences.