Broker Check

Your Team

Brad Marshall, AIF®, CDFA®

Founder, Wealth Advisor

408-395-1510

info@marshallwmg.com

The good news is that Brad has been seeking to positively impact his client’s success for almost twenty years. The great news is that he’s just getting started. Originally from San Jose, Brad graduated from UC Berkeley....

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Craig Brooks, CFP®

Wealth Advisor

408-395-1510

info@marshallwmg.com

With 14 years’ experience as a CERITIFED FINANCIAL PLANNER™, Craig has assisted his clients through a myriad of financial investment strategies. By listening to their life story and discovering their future plans, Craig...

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Robert Claros, CDFA®

Wealth Advisor

626-289-8974

info@marshallwmg.com

Robert provides guidance to individuals, families, and businesses. The dedication to his clients comes through in every interaction. Expect holistic, personalized and objective...

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Deanna Dominguez

Director of Business Development

408-395-1510

info@marshallwmg.com

As the Director of Business Development, Deanna upholds the mission and values that Marshall Wealth Management proudly celebrates. Through multiple marketing arenas, she maintains communication and education of current market and...

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