Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® work email
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Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® personal email
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Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® phone numbers
For more than 25 years, I have helped affluent families as they pursue their financial goals. I am focused on helping you pursue your objectives with simplicity, transparency and a disciplined process. My advice and guidance are tailored to support your current lifestyle, income needs and legacy goals.Because you have worked hard to achieve your success, I have dedicated myself as a professional to be an advocate for you. The capital markets have become less predictable, and the process of wealth planning is becoming more complex. As a CERTIFIED FINANCIAL PLANNER™ professional* and Certified Private Wealth Advisor® designee**, I have demonstrated a commitment to clients through life-long-learning.As an advocate for my clients, their families and the organizations they represent, I have embraced the fiduciary standard. Because I have committed to keep the best interest of clients central in the professional relationship, I have built my practice on an award winning platform at a full service firm that does not require that I sell products. The move to Verdence in 2023 was in large part a reaction to my obligations as a fiduciary. But it is not just a "duty to act in the best interest of my clients," it is a moral obligation I have to act as an advocate for my clients and their families. Many new clients have shared experiences before we meet:-They work in service to others, either in National Security or Health Care professions-They've been successful and have accumulated wealth-They have investments, retirement accounts and insurance with multiple providers-They've come to the realization they need a qualified, unbiased advisor who can help them achieve their goals-They want an advisor who is not required to sell them a product, but rather has their best interests in mind through the planning process-Many new clients were looking for a professional wealth manager after realizing they need an objective advocate who can help them execute a plan
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Private Wealth AdvisorVerdence Capital Advisors Jun 2023 - PresentHunt Valley, Maryland, UsI believe that successful leaders collaborate and delegate. I believe the men and women who are best able to identify and empower qualified and trusted teammates are those people that can change the world. With decades in support of the men and women who are changing the world, I am building my team to be an advocate for a select group of Matriarchs and Patriarchs who want to positively affect change with their family, their community and in the world.I am experienced in helping individuals and families build comprehensive plans that account for their current lifestyles, future needs, and goals for leaving a lasting legacy. I moved my practice to Verdence in order to deliver true open architecture, as a Fiduciary, without conflict of interest. I am proud to say I am now a Fee Only professional.With more than 16 years serving high net worth families at Morgan Stanley Smith Barney and 12 years at Merrill Lynch, I moved my practice to Verdence in order to provide my clients unbiased, fee-only advice as a fiduciary. At Verdence, I can deliver true open architecture and enhanced services to better meet my clients' needs.At Verdence, I am now part of a team of more than 40 tenured and highly credentialled professionals helping clients deliver on their values while:1. Maintaining their lifestyle in retirement, funding college for family members, protecting and growing their estate and planning a legacy.2. Discussing and implementing an estate plan, often with trusts, and executing strategic philanthropy3. Communicating and recommending detailed insights on opportunities available to High-Net-Worth clients4. Delivering on-going guidance and advice while monitoring with secure technology, to help those families reach their goals for their families and their communities; all while avoiding costly mistakes. -
Wealth Management Advisor, Senior Vice PresidentMerrill Lynch Wealth Management Mar 2011 - Jun 2023New York, Ny, UsI served affluent individuals and families as they pursued their financial goals. My advice and guidance were tailored to support the clients but limited to products available at Bank of America Merrill Lynch. My goal was to simplify and bring clarity to client’s financial life while reducing nuisance fees from the bank. With my team, we delivered Goals Based Wealth Management, a process for wealth planning. At any given time, I was the most tenured CERTIFIED FINANCIAL PLANNER(R) Professional in the branch office. As such, I embraced the opportunity to mentor the new hires and trainees while occasionally delivering financial planning for the senior sales people and their clients in the branch office.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.**Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.***Chartered SRI Counselor™, CSRIC®, and the CSRIC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States. -
Executive Officer & Maintenance OfficerDistrict Of Columbia Air National Guard Jan 1994 - Feb 2015I am a veteran of Operation Noble Eagle and Operation Iraqi Freedom. In the DC ANG, I served as an OIC, a Deputy Commander, Commander and Executive Officer within the 113th Wing, DC ANG. My status was part time or full time depending on the assignment either as a Comm and Information Officer, Maintenance Officer within the Fighter Wing, or Cyber Officer. -
Financial AdvisorMorgan Stanley Smith Barney Jun 2009 - Mar 2011As a Financial Advisor, I was responsible for developing professional relationships by marketing my practice, conducted financial planning discovery meetings, developed financial plans, delivered and implemented recommendations, maintained portfolio's utilizing Separately Managed Accounts, Unified Managed Accounts, mutual funds, ETF's, CDs, money markets, bonds, managed futures, structured notes, variable annuities and other insurance products.
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Financial AdvisorCiti Smith Barney May 1995 - Jun 2009As a Financial Advisor, I was responsible for developing professional relationships by marketing my practice, conducted financial planning discovery meetings, developed financial plans, delivered and implemented recommendations, maintained portfolio's utilizing Separately Managed Accounts, Unified Managed Accounts, mutual funds, ETF's, CDs, money markets, bonds, managed futures, structured notes, variable annuities and other insurance products. -
Logistician & AnalystInformation Spectrum, Inc Oct 1993 - May 1995Worked 12 months as logistician for F/A-18 depot program. Laison between program head at North Island and PMA 265 at NAVAIR HQ. Wrote a tracking program for high fail, critical item. Worked 6 months on International Space Station Alpha at Johnson Space Center in Houston, TX. As an Analyst, I supported lead engineers in data integration between prime and subcontractors; both domestic and international.
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Financial ConsultantMoors & Cabot, Inc Mar 1994 - Mar 1995Studied for and completed the Series 7. -
Noncommissioned OfficerU.S. Air Force Jun 1986 - Dec 1993Newport, Ri, UsPrimary responsibilities included troubleshooting, repair and maintenance of aircraft electrical systems on and off the aircraft; primarily on the F-16 Fighting Falcon. Secondarily, I was on a team responsible for aircraft environmental systems and cryogenic support equipment. I was the Assistant Noncommissioned Officer in Charge of the repair facility, responsible for manpower, tools, equipment, training, logistics / supply chain for four squadrons and 100 aircraft, and maintenance of the assigned facility, plus coordination with partner units in the Wing. I successfully submitted four suggestions for process improvement, technical documentation and / or use of suitable substitutes on the airborne weapon systems, netting significant cost reduction for the U.S. Air Force while increasing Mission Capable Rates. As a volunteer on the MacDill AFB Honors and Ceremonies Team, I supported or led approximately 150 military funerals and approximately 150 Colors Presentations to represent the U.S. Air Force in official ceremonies in South Florida.
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® Skills
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® Education Details
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University Of Chicago Booth School Of BusinessCertified Private Wealth Advisor -
Florida Institute Of TechnologyMaster Of Business Administration - Mba
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Saint Leo CollegeBachelor'S Degree
Frequently Asked Questions about Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®
What company does Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® work for?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® works for Verdence Capital Advisors
What is Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s role at the current company?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s current role is -.
What is Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s email address?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s email address is mark.amberg@ml.com
What is Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s direct phone number?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric®'s direct phone number is +170358*****
What schools did Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® attend?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® attended University Of Chicago Booth School Of Business, Florida Institute Of Technology, Saint Leo College.
What skills is Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® known for?
Mark Amberg, Cpwa®, Cfp®, Cpfa®, Csric® has skills like Retirement Planning, Portfolio Design, Risk Management.
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