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
Column Icon

Professional Designation

  • Certified Financial Planner™ professional
Column Icon

Education

  • San Diego State University
    • Executive Financial Planner Advanced Certificate
  • California State University, Long Beach
    • Bachelor’s in Business Administration
Column Icon

Community Involvement

  • Financial Planning Association of Oregon & S.W. Washington
Column Icon

Personal Interests

  • Spending time with his family and friends
  • Watching movies and sporting events

Phone:

(503) 808-9005

Address:

805 SW Broadway
Suite 2400
Portland, OR