Mark B. Umek CFP® Senior Financial Advisor | Principal As a financial advisor with 20 years of experience, Mark is dedicated to providing clients with sound financial advice and exceptional service. He guides his clients through the financial planning process to create a plan that acts as their financial road map. Plans are then monitored on a regular basis to identify any necessary adjustments. Mark hopes his clients will consider him their most trusted advisor and advocate. He lives in Camas, WA with his wife Jenna and their two boys. Contact
Education San Diego State University Executive Financial Planner Advanced Certificate California State University, Long Beach Bachelor’s in Business Administration