Mark Guthrie

Mark Guthrie Email and Phone Number

CEO - Circle of Wealth & Westface Financial @
Mark Guthrie's Location
Camas, Washington, United States, United States
About Mark Guthrie

35 years experience in the Financial Services IndustryAs CEO of MoneyTrax Inc., I'm committed to providing the most effective training and software tools to our thousands of Financial Adviser Members across the US and Canada.As Principal of Westface Financial and Insurance Services, I strive to offer our clients independent, practical, and honest financial planning, investment advice, and insurance strategies.www.moneytrax.comwww.westfacefinancial.com_________________________________________________________________________________Specialties:Comprehensive Financial PlanningCollege FundingRetirement Accumulation and DistributionIndependent Investment and Insurance StrategiesProfessional Training to Financial AdvisersInvestment advisory services offered through Westface Financial Advisory. Paceline LLC, dba Westface Financial Advisory is a registered investment adviser in the States of Washington, California and Oregon. We may not transact business in states where we are not appropriately registered, excluded or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Representatives are licensed to offer insurance and annuities in WA, AZ, CA, CO, OR and NV.

Mark Guthrie's Current Company Details
MoneyTrax North America

Moneytrax North America

CEO - Circle of Wealth & Westface Financial
Mark Guthrie Work Experience Details
  • Moneytrax North America
    Ceo
    Moneytrax North America Jan 2014 - Present
    Vancouver, Wa
    Building industry leading financial adviser training and software tools.
  • Westface Financial And Insurance Services Llc
    Principal
    Westface Financial And Insurance Services Llc Jan 2007 - Present
    Vancouver, Washington
    Independent Financial Advice specializing in college funding, blending asset allocations with insurance, retirement planning, and estate planning.
  • Insweb Corporation
    Ceo
    Insweb Corporation Jul 1997 - Aug 2004
    Held positions of Sr VP, CFO, COO, and CEO
  • Industrial Indemnity
    Coo National Accounts
    Industrial Indemnity Jul 1985 - Aug 1997

Mark Guthrie Skills

Independent Financial Advice Investment Advisory

Mark Guthrie Education Details

Frequently Asked Questions about Mark Guthrie

What company does Mark Guthrie work for?

Mark Guthrie works for Moneytrax North America

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

Mark Guthrie's current role is CEO - Circle of Wealth & Westface Financial.

What is Mark Guthrie's email address?

Mark Guthrie's email address is mg****@****ial.com

What is Mark Guthrie's direct phone number?

Mark Guthrie's direct phone number is +153072*****

What schools did Mark Guthrie attend?

Mark Guthrie attended Boston University, California State University, Chico.

What skills is Mark Guthrie known for?

Mark Guthrie has skills like Independent Financial Advice, Investment Advisory.

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