Marcel Plomteaux, CFP®

Financial Advisor.
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Marcel Plomteaux is an institutional retirement plan advisor based in Roseville, CA.

Marcel joined CAPTRUST in 2021 and serves as a financial advisor, responsible for providing retirement plan advisory services to corporate fiduciaries. These duties include plan design, investment management, participant engagement, fiduciary process, and vendor oversight. He received a Bachelor of Science degree in Finance from California State University, Sacramento. In addition, he earned his CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Marcel is passionate about the automotive industry, mountain biking, and spending quality time with his wife, Emily.

Education

  • Bachelor of Science degree in finance from California State University, Sacramento

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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