Business Hours
M-F 8am-5pm, Sa-Su Closed
Specialties
Comprehensive financial planning, Investment strategies, Risk management, Debt management
First Command Financial Advisor - Audie Marzo Verified by Yext
Listed In: Financial Planning Consultants
J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions. A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66… J Audley Marzo joined First Command Financial Services as a Financial Advisor in November 2021. He previously worked for 15 years as a Lending Manager at multiple credit unions. A graduate of University of Southern California with a Bachelor’s degree in Psychology, J Audley holds Series 7 and 66 securities licenses plus life and health insurance licenses in California. Understanding that the biggest obstacle to financial security for most people is their own behavior, J Audley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. J Audley will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, J Audley is a volunteer for Scouts BSA. In his free time, J Audley enjoys bike riding, golf, and spending time with family. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.” Read more
First Command Financial Advisor - Audie Marzo
12419 Lewis St, Ste 104, Garden Grove, CA
12419 Lewis St, Ste 104, Garden Grove, CA
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