Advisor at 401K Engineers Inc.
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Firm
401K Engineers Inc.
Location
Tracy, CA 95376
Credentials
Series 63, Series 66
Industry experience
23 years
Paolo Marchetti is a financial advisor with 23 years of industry experience, currently serving as the sole advisor at 401K Engineers Inc. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research, Inc. from 2015 to 2020. Outside of his advisory role, he owns an S-corporation providing fiduciary services under ERISA Section 3(16). 401K Engineers Inc. offers portfolio management to individual investors and advisory services to retirement plan sponsors, including pension and profit-sharing plans, as well as charitable organizations. The firm focuses on customized investment policies and long-term strategies, integrating pension consulting and coordination with estate-planning attorneys.
Based on 401K Engineers Inc.
Estate planning services fixed fee of $800 for data gathering and reviewing; attorney fee $800 for drafting trust document.
All Assets+: 1.00% annually (Portfolio Management) All Assets+: 0.30% annually (Pension Consulting)
Commissions are received by a representative in outside business activities, but commissions are not the firm's primary source of compensation.
120 E 12 Th St
Tracy, CA 95376
California
401k Engineers Inc
2020 - Present (6 years)
Cambridge Investment Research, Inc
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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