Mark Grubbs

About Mark Grubbs

Have you ever considered the reason you work? It’s probably for one of two reasons; either meaning, or money (maybe both!). My job lies on the money side, allowing my clients to focus on their meaning and what’s important to them. Whatever it is that you want to accomplish, my job is to help you avoid the financial pitfalls that constantly reveal themselves at inopportune times, getting in the way of what you’ve set out to do. Whether you’re a business owner or you work for someone, my focus centers on my client’s vision of their future to create a lasting impact on their wealth potential. I offer my clients access to one of the most comprehensive financial product platforms available today, helping enhance their goals by designing a customized strategy and creating a life map to achieve and protect their wealth.For my business owner clients; Every business owner needs to plan for the inevitable departure from their business and most aren’t ready or haven’t even considered how they want that transition to happen. Whether transferring to family or key employees, some type of sale to a third party, or being wheeled out on a gurney, as a Certified Exit Planner, my ability to provide insights and strategies for this transition can help clearly define the best path forward.By counseling business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation, we can prepare the business and the owner(s) for the most important day since starting their business; the transition away from the business and leaving it on their terms. For most of us; People spend more time working than seeing their families. For some, that’s okay. For others, including myself, I work so that I can spend more time with my loved ones. Personally, I enjoy the outdoors. Whether it be hiking, golfing, traveling, attending sporting events, exploring nature or enjoying a relaxing beach trip, I work hard to afford myself more time to enjoy life outside of my work life. My business is seeing you, and your business, succeed!/COMPLIANCE:20••••72/

Experience

1. Financial Advisor

   WestPac Wealth Partners

   Aug 2012 — Present · Portland, OR, US

   Working as a financial professional I help each of my clients by organizing their whole financial world and guiding them through all of the financial decisions they come across. Each step we take, my clients find they make smarter, more informed decisions. With my holistic approach, they understand how all of their finances are interrelated and that one piece affects all of the other areas of their life. By implementing a more rounded holistic strategy verses individual tactics; my clients see how they can significantly impact their net worth as efficiently and effectively as possible. You will find that working with me provides a unique and refreshing perspective when dealing with your complete financial picture and goals.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr. Suite 220 Lake Oswego, OR 97••••••••50. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| CA Insurance License # 15•••31Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Education

• Azusa Pacific University

  Bachelor of Science

  2000 — 2004

• Azusa Pacific University

  MBA

  2005 — 2007