Mark Nehra

Mark Nehra Email and Phone Number

Financial Advisor and Chief Compliance Officer at Black Diamond Financial Solutions @ Black Diamond Financial Solutions
Mark Nehra's Location
Rehoboth Beach, Delaware, United States, United States
Mark Nehra's Contact Details

Mark Nehra work email

Mark Nehra personal email

n/a
About Mark Nehra

My goal is to work with individuals, families and closely held business owners to help them pursue their financial goals. I follow the seven (7) steps of the Financial Planning process with my clients: Understanding the Client's Personal and Financial Circumstances; Identifying and Selecting Goals: Analyzing the Client's Current Course of Action and Potential Alternative Course(s) of Action; Developing the Financial Planning Recommendation(s); Presenting the Financial Planning Recommendation(s); Implementing the Financial Planning Recommendation(s); and, Monitoring Progress and Updating. Through this process, I strive to understand where the client is headed and establish a commitment between the client and me on what steps are to be taken on the journey.Please feel free to contact me if I may be of any assistance.

Mark Nehra's Current Company Details
Black Diamond Financial Solutions

Black Diamond Financial Solutions

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Financial Advisor and Chief Compliance Officer at Black Diamond Financial Solutions
Mark Nehra Work Experience Details
  • Bdfs Capital Llc
    Chief Compliance Officer
    Bdfs Capital Llc Jan 2019 - Present
    Rehoboth Beach De
  • Bdfs Capital Llc
    Chief Compliance Officer
    Bdfs Capital Llc Jan 2019 - Present
    Rehoboth Beach De
  • Black Diamond Financial Solutions
    Financial Advisor
    Black Diamond Financial Solutions Jul 2017 - Present
    Rehoboth Beach, Delaware, United States
    I conduct an overall Financial Planning approach, focusing on Wealth Management, Education Planning, Estate Planning, Investments, and Retirement Planning. My approach can be tailored to cover any or all of these areas, given the needs of the Client. I am able to assist in implementation of the Actions from the financial plan. I manage Clients' assets on an on-going basis, in line with their stated Objectives and Goals. I offer a full range of investment options, resulting in a portfolio specific to each Client.
    View
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Dec 2012 - Jul 2017
    Wilmington, De
  • Metlife
    Financial Advisor
    Metlife Apr 2008 - Nov 2012
    Newark, De
    View
  • Uniqema (Croda)
    Operations Manager
    Uniqema (Croda) Feb 1990 - Feb 2008
    New Castle, De

Mark Nehra Skills

Wealth Management Investment Strategies Certified Financial Planner Financial Planning Retirement Planning Estate Planning

Mark Nehra Education Details

  • University Of Delaware
    University Of Delaware
    Certificate In Financial Planning
  • State University Of New York At Buffalo - School Of Management
    State University Of New York At Buffalo - School Of Management
    Master Of Business Administration (Mba)
  • University Of Detroit Mercy
    University Of Detroit Mercy
    Bachelor Chemical Engineering

Frequently Asked Questions about Mark Nehra

What company does Mark Nehra work for?

Mark Nehra works for Black Diamond Financial Solutions

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

Mark Nehra's current role is Financial Advisor and Chief Compliance Officer at Black Diamond Financial Solutions.

What is Mark Nehra's email address?

Mark Nehra's email address is mn****@****ell.com

What schools did Mark Nehra attend?

Mark Nehra attended University Of Delaware, State University Of New York At Buffalo - School Of Management, University Of Detroit Mercy.

What are some of Mark Nehra's interests?

Mark Nehra has interest in Bridge, Golf And Travelling.

What skills is Mark Nehra known for?

Mark Nehra has skills like Wealth Management, Investment Strategies, Certified Financial Planner, Financial Planning, Retirement Planning, Estate Planning.

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