Pasadena's Trusted Financial Advisor

Your money has a story.
Let's write the next chapter together.

Retirement planning, investment guidance, and wealth management — done with patience, clarity, and a genuine interest in what matters to you. No jargon. No pressure. Just real conversations about your future.

Schedule a Consultation Explore Services

Professional financial planning session in a bright Pasadena office

Personalized Financial Guidance

Every plan is built around your life — not a template. From retirement income strategies to education savings, we help you feel confident about the years ahead.

Marbeya Macedo

Financial Advisor, First Citizens Bank

15+

Years of Experience

100%

Fiduciary Standard

Trusted by Pasadena families

What We Do

Financial services built around your life

Whether you're planning for retirement, looking to grow your wealth, or want peace of mind about your finances — we offer the guidance you need.

Retirement Planning

From 401(k) rollovers to Social Security timing, we help you create a retirement income strategy that supports the lifestyle you envision.

Investment Management

Thoughtfully constructed portfolios aligned with your goals, timeline, and comfort with risk — reviewed and adjusted as life changes.

Risk & Insurance Planning

Protect what matters most with comprehensive coverage strategies — life, disability, long-term care, and more — tailored to your situation.

Wealth Management

Holistic financial strategies that bring together your assets, debts, and goals into a single, coherent plan you can actually follow.

Education Savings

529 plans, custodial accounts, and savings strategies that take the stress out of funding your family's educational goals.

Estate & Legacy Planning

Ensure your values and assets are passed on according to your wishes — with clear, thoughtful guidance through every step.

Marbeya Macedo in a professional office setting in Pasadena

Based in

Pasadena, CA

About Marbeya

Financial guidance that feels like a conversation

I started my career in banking with a simple belief: everyone deserves a financial advisor who actually listens. Over the years, I've helped individuals and families in the Pasadena area navigate retirement, investments, insurance, and everything in between.

At First Citizens Bank, I work within a fiduciary framework — meaning your interests come first, always. No products pushed, no confusing jargon. Just clear, honest advice that helps you move forward with confidence.

Fiduciary

Your interests always come first

First Citizens

Backed by a trusted institution

Pasadena

Local, in-person meetings available

Personal

One-on-one attention, every time

How It Works

Three steps to clarity

Getting started is easier than you think. Here's what to expect when we begin working together.

Tell Us Your Story

Schedule a no-obligation consultation. We'll listen to your goals, concerns, and where you are financially — no pressure, just a real conversation.

We Build Your Plan

Using the information you share, we create a personalized financial strategy — retirement, investments, insurance, or all of the above.

Move Forward Confidently

We implement the plan together and check in regularly. Your strategy evolves as your life does — because it should.

Client Stories

Hear from people like you

"I was overwhelmed by retirement options and didn't know where to start. Marbeya took the time to explain everything in plain language and helped me feel confident about my next steps."

Robert T.

Retiree, Pasadena

"What I appreciate most is that Marbeya never makes me feel like a number. Every meeting feels focused on what matters to me and my family's future."

Susan M.

Small Business Owner, Arcadia

"After going through a career change, I needed help rethinking my investment strategy. Marbeya was patient, thorough, and genuinely cared about getting it right for me."

David L.

Tech Professional, South Pasadena

Get in Touch

Let's start a conversation

Whether you have questions or are ready to begin, reach out however is most convenient for you. We're here to help.

Office Address

75 N Fair Oaks Ave
Pasadena, CA 91103

Phone

(562) 665-8139

marbeya.macedo@firstcitizens.com

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