Mark Iskander Email & Phone Number

I am a seasoned financial advisor, affiliated with Osaic Wealth,Inc.* experienced with identifying growth opportunities and moderate risk investments since 2000. I bring a unique perspective to my advising, given my background in tax accounting—for individuals and business—helping me to serve clients seeking tax-advantaged investments. I specialize in business investment planning as well as retirement planning for professionals, e.g., entrepreneurs, physicians, engineers, and educators.I hold an M.B.A. from Webster University (2006) a certificate in comprehensive financial planning from Metro State College of Denver, CO (2007). My industry credentials include Series 7, 65, 26 & 63 registrations as well as a California Insurance License for Life, Health and Disability. I make practical everyday use of my education, developing business plans and investment strategies. I conduct business in California, Colorado, and Oregon.I have two children, a son practicing business law and a daughter who is a youth counselor. In my spare time, I like to travel and learn about different languages and cultures. I love reading a variety of nonfiction topics, including, of course, business and finance. I also volunteer time helping new immigrants adjust to life in America and am active in my church, having served as treasurer.___* Securities and investment advisory services offered through Osaic Wealth Inc., member of FINRA/SIPC and a registered investment advisor.

Listed skills include Retirement Planning, Investments, Financial Risk, Asset Management, and 2 others.

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  Webster University

  Business