Mark began his career as an advisor in 1984 and holds the FINRA Series 7, 63, and 65 Registrations through LPL Financial. Mark is also General Securities licensed and is an Investment Advisor Representative with LPL Financial. Separately, he is also licensed in Life and Health Insurance in Oregon. Prior to joining Future Planning Systems, Mark began his career at Dean Witter, Reynolds in 1984, has worked at major International and Regional wealth management firms, including 23 years with US Bancorp Investments and US Bancorp Piper Jaffray.
Mark works closely with each client to understand their values and then develops, implements, and monitors their customized plan to help pursue the client’s most important goals, for the reasons that are important to them.
Mark’s volunteer service includes serving as President of the Board of Directors of the United States Tennis Association, Pacific Northwest Section (USTA/PNW), serving on the United States Tennis Association (USTA) Growth Catalyst Fund Panel, and is a member of the Mid-Oregon Chapter of the Financial Planning Association (FPA),. Mark enjoys watching his son play collegiate tennis, walks with his dog, playing tennis, hiking, biking, playing the drums, and travel. For additional information, please visit Mark at www.marklerfald.com.