Mark Koellner, CFP®, CRPC®
Wealth Advisor
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Career Highlights
- Serving Financial Services Clients for 19+ years
- Earned the Chartered Retirement Planning Counselor designation in 2010
- Earned the Certified Financial Planner™ certification in 2012
- Implementing a holistic process to accomplish strategic objectives, and minimize consequences of emotional pursuits
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Why did you get into wealth management?
Introduced to the industry through a very successful friend and mentor. As I have journeyed the last 19 years the industry, it has become even more important to help others: 1.) Understand and pursue healthy habits of cash flow management, and net worth alignment to key objectives. 2.) Remember wealth is a means to an end, not the end in itself.
What do you enjoy most about the work you do for SteelPeak clients?
I realize great satisfaction helping clients enhance their wealth, achieve great success accomplishing their prioritized financial goals, and minimizing the financial compromises.
What do you love to do outside of work?
Family time, cycling, faith-based fellowship and community activities, and travel
What is your favorite book or quote?
The Bible and Snowball. Both are very different books. Yet, they both have stories of individuals encountering challenges, with seemingly insurmountable odds, yet with character and perseverance, much was overcome. Key to pursue the right things for good reasons, in spite of what everyone else thinks. Time will tell.
Schedule a Meeting with
Mark
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
