Mark Robertson
An honest and trustworthy financial advisor
- Role
- Certified Financial Planner at Cpa Financial Architects
- Location
- Henderson, NV, US
- LinkedIn followers
- 500 followers
About Mark Robertson
Now that I’ve retired from the military, I’m running for the US Congress in 2022…
Experience
Certified Financial Planner
Apr 2001 — Present · Henderson, NV, US
I assist individuals and families with retirement planning, estate planning, and tax planning. I work with clients to develop strategies to help them reach their goals. As a CFP Professional, I am a fiduciary obligated to work in the best interest of my clients.
Education
Duke University - The Fuqua School of Business
Certificate, Strategic Finance
1996 — 1996
National Defense University
Certificate, National Security Policy Studies
2015 — 2019
City University of Seattle
Master of Business Administration - MBA, Individual Financial Planning
City University of Seattle
MBA, Personal Financial Planning
1994 — 1997
Brigham Young University
Bachelor of Science (BS), Finance, General
1982 — 1984
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