Marco Ottonello , MBA

Marco is a Principal in the San Francisco office, where he provides comprehensive financial planning and wealth management to clients with international ties—whether through work, marriage, or a global lifestyle. His own international family background and years spent living abroad, combined with a passion for financial independence and career transitions, allow Marco to deliver personalized strategies that help clients achieve their life goals around the world.

Prior to joining Cerity Partners, Marco was a cross-border financial advisor at Modern Family Finance, specializing in European clients living in the U.S., and a co-founder of Rame, a financial education startup in Italy. Before transitioning into personal finance, Marco spent more than 15 years in the tech industry with eBay in both Europe and the U.S., where he experienced firsthand the complexities of cross-border financial planning, investment and tax considerations, and managing equity compensation across multiple countries.

Learn more about my practice.