Wealth Management, Reimagined: A Workshop for the Modern Investor
Most financial advice is built for people who are already retired. This workshop is built for people who are still in the middle of it. It covers the financial decisions that young professionals face right now, from budgeting and debt to investing, taxes, and protecting what you are building. You will leave with a clear framework and the confidence to make informed decisions about your money. Free. Live over Zoom. No products, no pitch.
Hosted by
Marcos Murillo · Lead Financial Advisor
About the presenter
Marcos is the Lead Advisor and a Founding Team Member at Pantile Investments, where he works directly with young professionals and pre-retirees on wealth building, tax planning, and retirement strategies. Marcos has 7+ years of experience across institutional trading, loan underwriting, and financial planning. A first-generation American, he is passionate about making financial education accessible to communities that have historically been underserved by the industry. Marcos holds a BS in Applied Mathematics and an MS in Financial Risk Management from Northern Illinois University. Bilingual in English and Spanish.
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