Mark Holden CFP® CWS®'s Linkedin Analytics

Make less mistakes - Build smarter wealth. I love what I do. Build relationships, solve problems, and meet people on their turf. This role helps me be a better dad, too. Who are my clients? Good people, value-based and family oriented, who enjoy building relationships. We share the experience and build the financial awareness together. You'll become familiar with your financial strengths and weaknesses, you'll have a plan to improve them, and you'll be better suited to absorb exogenous financial shocks. Through becoming a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®, I ensure the people with whom I connect are better positioned for the future. My top five Strengths in order of greatest importance are: Individualization Relator Learner Focus Analytical I help clarify goals for my clients. I add the value. Email me – [email protected] Let's breathe life into your plan.