Marcus Delker
4th Year Business Finance Major - Aspiring CFP
- Role
- Investment Fund Analyst at Plnu Fermanian Student Investment Fund
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Marcus Delker
Finance graduate (May 2026) pursuing a career in wealth management and the CFP® designation. With experience in corporate treasury at Sempra Energy and leadership as a Resident Assistant, I bring analytical skills, client service orientation, and a genuine passion for helping people achieve their financial goals.I\'m drawn to financial planning because it combines technical expertise with meaningful relationships—helping families build wealth, plan for retirement, and navigate life\'s financial complexities. I\'m particularly interested in how faith and finance intersect, believing that financial stewardship is an opportunity to serve others with integrity and purpose.Currently seeking Financial Planner, Paraplanner, or Wealth Management Associate roles in San Diego. Always open to connecting with professionals in the industry!
Experience
Investment Fund Analyst
Plnu Fermanian Student Investment Fund
Aug 2025 — Present
Construct and pitch DCF models to evaluate companies, directly managing real capital within the student-run portfolio.• Conduct equity research and present investment theses, collaborating with team members on buy/ sell recommendations to select securities.
Education
Point Loma Nazarene University
Bachelor of Science - BS
2022 — 2026
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