Vanessa Mari Gonzalez-Marquez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 06/2024
  Cyprus Credit Union
  West Jordan, UT
• 08/2018 → Present
  Lpl Financial Llc
  Eureka, CA

Other Businesses

1) 2026-04-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MEMBERs Financial Services - DBA for LPL Business (entity for LPL business) - Y - 160 - 120 - at reported business location(s) - 2026-04-21 - financial planning and investment advisory services to clients. Services include retirement planning, portfolio management, asset allocation guidance, and general financial education. 2) 2025-12-15 - NONE - Beneficiary Designation - N - 2 - 0 - at reported business location(s) - 2025-11-07 - 3) 2025-09-04 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Coast Central Wealth Management / Coast Central Credit Union - DBA for LPL Business (entity for LPL business) - Y - 160 - 6 - at reported business location(s) - 2025-08-15 -

Exams

• S66 Uniform Combined State Law Examination
  2024-01-12

Other Names

• Maria Vanesa Gonzalez
• Maria Vanesa Di Zazzo