Mark Starr
Personal CFO, Wealth Advisor specializing in helping people transition from success to significance.
- Role
- Personal CFO, Wealth Advisor at The Wealth Consulting Group
- Location
- Redding, CA, US
- LinkedIn followers
- 500 followers
About Mark Starr
I’m a wealth advisor primarily for successful business owners and professionals, who…
Experience
Personal CFO, Wealth Advisor
Jun 2019 — Present · Redding, CA, US
Mark enjoys working with successful business owners and professionals, who among other things aspire to a work-optional lifestyle. Helping his clients transition from success to significance is Mark’s ultimate goal.
Education
Simpson University
Bachelor of Arts (B.A.), Business & Human Resource Management
2006 — 2008
Skills
- Roth Iras
- Investments
- Sep Iras
- Estate and Trust Services
- Wealth Management
- 529 Plans
- Education Savings
- Investment Advisory
- Individual Retirement Accounts
- Fixed Annuities
- Investment Strategies
- Retirement Planning
- Retirement Account Consolidation
- Strategic Planning
- Financial Advisory
- Traditional Iras
- Long-Term Care
- 403(B) Plans
- Business Retirement Plans
- Securities
- Simple Iras
- Profit-Sharing Plans
- Variable Annuities
- 401(K) Plans
- Life Insurance
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