Mark Ahronson

Mark Ahronson Email and Phone Number

Independent Investment Adviser @ Ocean Tree Financial Planning
Mark Ahronson's Location
Bermuda, Bermuda
About Mark Ahronson

A financial adviser with over 35 years experience in savings and investment portfolios, specialising in retirement planning, educational funding and building a financial nest egg. After 25 years of running my own company in the UK, I have spent the past 14 years working in Bermuda, ensuring that the Bermudian, ex-pat and the internationally mobile population has the opportunity to achieve their maximum future financial freedom.

Mark Ahronson's Current Company Details
Ocean Tree Financial Planning

Ocean Tree Financial Planning

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Independent Investment Adviser
Mark Ahronson Work Experience Details
  • Ocean Tree Financial Planning
    Founder And Ceo
    Ocean Tree Financial Planning Jun 2024 - Present
    Hamilton, Bermuda
  • Proven Wealth
    Financial Adviser
    Proven Wealth Oct 2023 - May 2024
    Hamilton, Bermuda
    Rebrand from International Financial Planning
  • International Financial Planning Limited
    Financial Adviser
    International Financial Planning Limited Oct 2010 - Oct 2023
    Bermuda
  • International Financial Planning / Proven Wealth
    Head Of Bermuda
    International Financial Planning / Proven Wealth 2011 - 2020
    Hamilton, Bermuda
    Training and onboarding of all Bermuda staffManagement Information / Reporting Collaborated with owners of the companyDealt with all the Bermuda operations Built all presentation packs and organised talks

Mark Ahronson Skills

Retirement Planning Strategic Planning Fixed Income Strategic Financial Planning Small Business Investments Portfolio Management Wealth Management Investment Advisory Retirement Coaching Mutual Funds Asset Allocation Investment Strategies Finance Financial Modeling Insurance Financial Advisory Financial Analysis

Frequently Asked Questions about Mark Ahronson

What company does Mark Ahronson work for?

Mark Ahronson works for Ocean Tree Financial Planning

What is Mark Ahronson's role at the current company?

Mark Ahronson's current role is Independent Investment Adviser.

What are some of Mark Ahronson's interests?

Mark Ahronson has interest in Children.

What skills is Mark Ahronson known for?

Mark Ahronson has skills like Retirement Planning, Strategic Planning, Fixed Income, Strategic Financial Planning, Small Business, Investments, Portfolio Management, Wealth Management, Investment Advisory, Retirement, Coaching, Mutual Funds.

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