4 months ago
Episode 48: Breaking Down SECURE 2.0 Act
In episode 48 of Revamping Retirement, Jennifer and Scott are...
- With CAPTRUST Since 2021
- 916.924.7527
-
1410 Rocky Ridge Dr #150
Roseville, CA 95661
Marcel Plomteaux
Financial Planning Associate
- Augsburg, Germany
- The Speed of Trust by Stephen M.R. Covey
- Friedrich Nietzsche, Jordan Peterson, and Professor Brian Cox
- “He who has a why to live for can bear almost any how.” - Friedrich Nietzsche
- Humility, integrity, and generosity
Financial Advisors
Marcel Plomteaux is an institutional retirement plan advisor based in Roseville, CA.
Marcel joined CAPTRUST in 2021 and serves as a financial planning associate, supporting advisors by preparing reports, attending meetings, and handling day-to-day relationships. He holds a Bachelor of Science degree in finance from California State University, Sacramento.
Outside of work, Marcel enjoys the automotive industry, mountain biking, and spending time with his wife, Emily.
Education
- Bachelor of Science degree in finance from California State University, Sacramento
News & Resources
Retirement Plans
Plan Sponsor e.Brief
5 months ago
SECURE 2.0 Act Passes
On December 29, 2022, as a part of the government’s...
Retirement Plans
6 months ago
Episode 47: Revamping Retirement: Best of 2022
On this month’s Revamping Retirement, Jennifer Doss and Scott Matheson...
Retirement Plans
6 months ago
Managing Institutional Cash, Asset Pools, and Reserves
If managed properly, Institutional Asset Pools (IAPs), like cash reserves...
