Mark Felchlin

About Mark Felchlin

As a seasoned entrepreneur with over 20 years of experience in the business world, I am thrilled to announce the launch of my new independent advisor services. My focus is on helping small business owners, professionals, and GovTech achieve their goals by offering personalized and practical advice based on years of successful business experience.About Me:I am a dedicated and passionate entrepreneur with a track record of building successful businesses across a wide range of industries. Over the past two decades, I have honed my skills in strategic planning, financial management, marketing, and sales, and I have developed a keen eye for identifying opportunities for growth and improvement.My approach to business is simple: I believe that success comes from hard work, dedication to the customer, and a willingness to take calculated risks. I have always been driven by a desire to help others achieve their goals, and I am excited to bring that same passion to my new role as an independent advisor.Services:As an independent advisor, I offer a range of services designed to help small business owners and professionals thrive in today\'s competitive marketplace. My areas of expertise include:Strategic Planning: I can help you develop a clear and actionable plan for achieving your business goals, whether you are just starting out or looking to take your business to the next level.Financial Management: I can provide guidance on managing your finances, including budgeting, cash flow management, and funding strategies.Marketing and Sales: I can help you develop and implement effective marketing and sales strategies that will drive growth and increase your bottom line.Business Development: I can assist with identifying and pursuing new business opportunities, including partnerships, collaborations, and mergers and acquisitions.If you are a small business owner or professional looking to achieve your goals and take your business to the next level, I would be honored to help you on your journey. Please feel free to reach out to me to schedule a consultation and learn more about how I can help you achieve success.

Experience

1. Financial Planner

   72 Advisors

   Jan 2021 — Present · Spokane, WA, US

   As a financial planner, I help individuals and businesses achieve their financial goals through comprehensive financial planning and investment management services. My work revolves around developing personalized financial plans that align with my client\'s goals and values and providing ongoing support to ensure they stay on track.Key ResponsibilitiesConduct financial analysis to evaluate clients\' current financial situation and develop customized financial plans.Provide advice on investment strategies, asset allocation, risk management, and retirement planning.Monitor and manage client portfolios to help clients achieve their financial goals.Stay up-to-date on the latest industry trends, tax laws, and investment strategies to provide clients with the most relevant and current advice.Communicate complex financial concepts in a clear and concise manner to clients.I take pride in my work as a financial planner and am committed to helping my clients achieve their financial goals. If you are looking for personalized and tailored advice to help you make informed financial decisions and achieve financial success, I would be honored to work with you. Please don\'t hesitate to reach out if you have any questions or if you\'d like to schedule a consultation.

Education

• Dale Carnegie Training

  Leadership, Leadership

  2014

• Eastern Washington University

  Bachelor of Business Administration - BBA, Accounting and Finance

• GMC - Georgia Military College

  2 Years of College, Economics