Marco Rimassa (CFA, CFP®, CRPC®, MBA)
Marco Rimassa focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Beaumont Asset Management, L.L.C. is a fee-only independent registered investment adviser firm that provides investment portfolio management using a combination of individual equities, fixed income securities, unit investment trusts, exchange traded funds and mutual funds as determined to be appropriate for each client. Beaumont Asset Management manages portfolios that range from all-equity portfolios to predominantly income-oriented portfolios.
Additional Information
Marco Rimassa, CFP®, CRPC®, CFA is a wealth manager and investment advisor who has been registered with the Texas State Securities Board since 1999. He received his B.A. in Economics and History from Rice University in 1997 and M.B.A. with a Finance concentration from the University of Texas in 2003. He is a Chartered Financial Analyst (CFA) charterholder since 2008, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2020, and a Chartered Retirement Planning Counselor™ (CRPC®) since 2022. In addition, he is a Board Member for the Financial Planning Association of Houston (FPA) and a Member of the CFA Society of Houston and The National Association of Personal Financial Advisors (NAPFA). After successfully navigating a multi-decade career in Corporate Finance and as the President of a Trust subsidiary company, he now focuses on his passion of assisting individuals with their personal financial and retirement goals.NAPFA Start Date
September 17, 2024
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