Mark Forbes
Investment & Fiduciary Advisory Services for Retirement Plan Sponsors
- Role
- Managing Director - Oklahoma at Strategic Retirement Partners
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Mark Forbes
For over 30 years, Mark has worked with retirement plan sponsors and participants to provide fiduciary oversight and sound investment guidance. Mark has extensive experience in delivering process-driven solutions to help protect employers from corporate and personal financial liability, while stiving to provide plan participants with a path to a successful retirement. Mark holds the C(k)P designation, Certified 401(k) Professional from The Retirement Advisor University at UCLA Anderson School of Management Executive Education, in Los Angeles. In addition, he also holds the Certified Plan Fiduciary Advisor (CPFA) designation. Mark earned his BBA from Drake University, Des Moines, IA. He holds the Series 66 (Uniform Combined State Law Examination). Mark’s wife works as a Group Benefits Consultant and they have 2 children. When he finds free time, he enjoys playing golf, biking, spending time with his family and following his favorite sports teams. Mark served on Board of Directors at the Oklahoma Aquarium for 5 years and is currently a Board Member on the University of Iowa’s Parent and Family Council- Investment Advisory Services offered through Strategic Retirement Partners, a Registered Investment Advisor Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.
Experience
Managing Director - Oklahoma
Aug 2016 — Present · Tulsa, OK, US
Total Retirement Plan Consulting: 401(k), 401(b), 401(a), Defined Benefit, ESOP, 457 & Executive Benefits.
Education
Drake University
BSBA, Finance/Marketing
1987 — 1991
Skills
- Health Insurance
- Financial Services
- Investment Advisory
- Retirement Plan Consulting
- Mergers & Acquisitions
- Disability Insurance
- Finance
- Strategy
- Retirement
- Strategic Planning
- Management
- Employee Benefits
- Insurance
- Mergers
- Fiduciary Services
- Underwriting
- 401k
- Investments
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.