Mark Houston
Chief Educator at Fidelity Financial Education First
- Role
- National Educator at Wealth & Wisdom Institute
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Mark Houston
For more than four decades, Mark has advised individuals, families, business owners, and…
Experience
National Educator
May 2013 — Present
I am affiliated with Wealth & Wisdom Institute and Foundation For Financial Education as a national educator. Wealth & Wisdom Institute provides educational material to help people make more empowering financial decisions.Individuals and business owners are often uncertain about where to turn when making important planning decisions. By getting to know you and your current situation and understanding what is most important to you, we can better understand how to help you accomplish your most important desires and goals. Often, people want to skip this step, leading to a band-aid planning approach that results in many missed opportunities.
Education
University of Nebraska at Omaha
Bachelor of Science (BS)
Skills
- Generosity
- Connecting People
- Retirement
- Strategic Financial Planning
- Friendly Personality
- Philanthropy
- Loan Origination
- Financial Planning
- Mortgage Lending
- Investment Advisory
- Small Business
- Fixed Annuities
- Employee Benefits
- Contract Negotiation
- Loans
- Financial Advisory
- Management
- Investments
- Estate Planning
- Succession Planning
- Tax
- Retirement Planning
- Analysis
- Management Consulting
- Insurance
- Series 24
- Financial Services
- Financial Planners
- Leadership
- Budgets
- Life Insurance
- Finance
- Real Estate
- Long-Term Care
- Mergers & Acquisitions
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