Mark Vlasic, Cfp®

Mark Vlasic, Cfp® Email and Phone Number

Senior Wealth Advisor @ Mariner
Kansas City, MO, US
Mark Vlasic, Cfp®'s Location
Kansas City, Missouri, United States, United States
Mark Vlasic, Cfp®'s Contact Details

Mark Vlasic, Cfp® work email

Mark Vlasic, Cfp® personal email

n/a

Mark Vlasic, Cfp® phone numbers

About Mark Vlasic, Cfp®

As a senior wealth advisor at Mariner I create personalized financial plans for a wide range of clients, including business owners, corporate executives and high-net-worth individuals and families. To help clients achieve their goals, our team provides holistic advice that incorporates asset allocation, investment strategies, business succession planning, retirement and estate planning, and risk management. Prior to 1995 when I commenced supporting clients with a wide range of financial strategies, I spent more than seven years as an NFL quarterback with the Kansas City Chiefs, San Diego Chargers and Tampa Bay Buccaneers. My bachelor’s degree in business administration and finance is from the University of Iowa. I am a CERTIFIED FINANCIAL PLANNER professional, a member of the Financial Planning Association, and maintain life, health and long-term care insurance licenses. Mariner is a wealth management firm with the mission to help clients and their families seek to achieve and maintain their financial goals – preserving the wealth clients have created and building a legacy for future generations of family and business leaders.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.

Mark Vlasic, Cfp®'s Current Company Details
Mariner

Mariner

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Senior Wealth Advisor
Kansas City, MO, US
Mark Vlasic, Cfp® Work Experience Details
  • Mariner
    Senior Wealth Advisor
    Mariner
    Kansas City, Mo, Us
    View
  • Mariner
    Senior Wealth Advisor
    Mariner Aug 2014 - Present
    Overland Park, Kansas, United States
    Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. I create personalized financial strategies for a wide range of clients, including business owners, corporate executives and high-net-worth individuals and families.- Proactively interact with clients to understand their needs and build relationships - Evaluate and identify investment objectives through customized, comprehensive financial planning - Assess each client's financial situation, insurance coverage, tax status to establish investment strategies- Monitor and modify strategies as clients move through major life changes - Recommend appropriate solutions and monitor portfolios for economic changes and adjustments- Weigh costs and benefits and make appropriate trade-offs when making decisions- Present wealth planning options and the relevant analysis before making recommendations- Provide leadership to wealth advisory team in support of client objectives
    View
  • Mcgladrey
    Director, Mcgladrey Wealth Management Llc
    Mcgladrey Sep 2007 - Aug 2014
    Kansas City, Missouri Area
    Created customized personal financial plans encompassing asset allocation, investment strategies, business succession, retirement and estate planning and risk management for corporate executives and high net worth individuals.
    View
  • Legacy Financial Strategies
    Financial Advisor
    Legacy Financial Strategies Jan 2004 - Sep 2007
  • Enterprise Bank And Trust
    Vice President And Regional Manager
    Enterprise Bank And Trust Jan 2002 - Jan 2004
  • Umb Bank Employee Benefit Division
    Senior Vp And Relationship Manager
    Umb Bank Employee Benefit Division Feb 1995 - Jan 2002
  • Chargers, Chiefs, And Buccaneers
    Nfl Quarterback
    Chargers, Chiefs, And Buccaneers Apr 1987 - Aug 1994

Mark Vlasic, Cfp® Skills

Retirement Planning Wealth Management Asset Allocation Retirement Investments Estate Planning 401k Investment Advisory Asset Management Financial Planning Asset Protection Insurance Planning Ira's Long Term Care

Mark Vlasic, Cfp® Education Details

Frequently Asked Questions about Mark Vlasic, Cfp®

What company does Mark Vlasic, Cfp® work for?

Mark Vlasic, Cfp® works for Mariner

What is Mark Vlasic, Cfp®'s role at the current company?

Mark Vlasic, Cfp®'s current role is Senior Wealth Advisor.

What is Mark Vlasic, Cfp®'s email address?

Mark Vlasic, Cfp®'s email address is ma****@****umb.com

What is Mark Vlasic, Cfp®'s direct phone number?

Mark Vlasic, Cfp®'s direct phone number is +191364*****

What schools did Mark Vlasic, Cfp® attend?

Mark Vlasic, Cfp® attended University Of Iowa, Center High School, Monaca Pa.

What skills is Mark Vlasic, Cfp® known for?

Mark Vlasic, Cfp® has skills like Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investments, Estate Planning, 401k, Investment Advisory, Asset Management, Financial Planning, Asset Protection, Insurance Planning.

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