Mark Strefner

About Mark Strefner

With a steadfast commitment to financial planning excellence, my role as Senior Partner…

Experience

1. Senior Partner - Wealth Advisor

   Infinity Wealth Management, Llc

   May 1996 — Present

   Infinity Wealth Management exists to help professionals and business owners with their financial future through sound advice and asset protection tools. We provide actionable solutions that allow you to make decisions by verifying potential outcomes in advance. Our services provide value and control of your goals over many years and in a variety of market conditions.At Infinity Wealth Management our plans are widely recognized across the industry for offering exceptional value. And when compared to traditional competitors offering basic benefits, it’s easy to see why our company is experiencing sustained year-over-year growth. We pride our self in our custom services, which include-Business Planning-College Planning-Income Planning-Asset Management-Financial Planning-Retirement Planning-Tax Strategies-Insurance Solutions-Estate Planning-Investment StrategiesThe central focus of Infinity Wealth Management is to merge innovation with wealth management. We do so by combining proven principles with creative new techniques and strategies. We’re revolutionizing this sleepy industry from the inside out.

Education

• University of Illinois Chicago

  BS

  1990 — 1994

• Maine Township High School South

  High School Diploma

  1986 — 1990

Skills

• Financial Services
• Retirement
• Selling
• Microsoft Office
• Consulting
• Business Planning
• Wealth Management Services
• Strategic Financial Planning
• Sales
• Investments
• Insurance
• Negotiation
• Finance
• Strategy
• Financial Planning
• Wealth Management
• New Business Development
• Microsoft Excel
• Financial Advisory
• Management
• Sales Management
• Account Management