The Prior CFE Financial Logo
The Column
Columns are made of three fundamental parts - base, shaft, and capital. Similarly, our firm and service models were founded on three core components oriented towards you - Commitment, Focus, and Experience. These are the fundamental building blocks of
Cash Flow Engineering.
Leadership
Bio
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®). In addition, he is a Board Member for the Financial Planning Association of Houston (FPA) and a Member of the CFA Society of Houston. 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.
Chief Cash Flow Engineer
Previously Quoted In The News
FinancialPlanning Article: Meet the CRPC, a major retirement planning credential (10/19/23)
FinancialPlanning Article: Meet the CRPC, a major retirement planning credential (10/19/23)
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Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)
FinancialPlanning Article: Meet the CRPC, a major retirement planning credential (10/19/23)
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Marketwatch Article: Should I take out a mortgage to pay for a dream home? (10/22/21)
Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)
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Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)
Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)
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CNBC Article: It isn't too late for millennials to build wealth (7/9/21)
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CNBC Article: REITs can generate income and inflation protection in retirement (6/25/21)
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