Marco Osorio is a seasoned financial advisor with a degree in finance from Harding University, earned in 2012. Beginning his career as an analyst covering public utilities in his home state of Arkansas, Marco honed his skills before transitioning to Fidelity Investments in Dallas, where he immersed himself in financial services.

With over 10 years of industry experience, Marco’s passion lies in empowering individuals to make sound financial decisions to achieve their goals. Specializing in retirement planning, he is dedicated to serving his clients by providing them with the necessary tools and strategies to navigate their financial journey effectively.

Growing up in Little Rock, Arkansas, Marco brings a deep understanding of local dynamics and a commitment to personalized service. His skill set extends to crafting comprehensive investment strategies, managing risks, and helping with tax efficiency.

Certified as a Retirement Income Certified Professional (RICP), Marco is highly qualified to guide clients in building personalized retirement plans and help his clients leave a lasting legacy. Beyond finance, Marco is a triathlete and enjoys outdoor pursuits, playing various sports including soccer and tennis, and developing musically in both guitar and drums.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd, Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Locations Served