Meet Marco

Licenses Held:

Series 7, 63, 66, Life, Health & Variable Lines

About Marco:

Born and raised in Portland, Oregon, Marco Albanese takes pride in serving the community that shaped him. A graduate of Jesuit High School in Beaverton, Marco went on to attend the University of Oregon, earning his Bachelor’s degree in Business from the Lundquist College of Business with a major in Finance and a minor in Economics.

Marco’s path into financial advising began early. While still in college, he interned with the same firm he works with today, an experience that solidified his passion for the profession. What drew him in wasn’t just markets or numbers. It was people. He quickly realized that financial planning is less about spreadsheets and more about helping individuals and families make confident decisions about their future.

As a Financial Advisor, Marco specializes in working with public employees in Oregon and Washington, with a particular expertise in retirement income planning. He understands that retirement systems, tax considerations, and investment decisions can feel overwhelming. His goal is to simplify the process and create clear, personalized strategies that align with each client’s goals and values.

Marco takes a relationship-driven approach to planning. He believes the most meaningful financial strategies are built through deep conversations. Understanding not just assets and liabilities, but motivations, concerns, and long-term aspirations. His clients appreciate his personable style, his ability to explain complex topics in straightforward terms, and his commitment to being accessible and responsive.

He approaches every plan comprehensively. Integrating retirement income strategy, tax awareness, investment management, and long-term risk planning. There is no one-size-fits-all solution; every strategy is tailored to the individual.

Outside of the office, Marco’s greatest role is being a husband and a new father. Becoming a parent has only strengthened his belief in thoughtful, long-term financial planning and the importance of protecting what matters most. He brings that same level of care, responsibility, and dedication to the families he serves.