Mark Iskander is a seasoned financial advisor affiliated with SagePoint Financial,1 experienced with identifying investment growth opportunities and moderating risk since 2000. Mark brings a unique perspective to his advising given his background in tax accounting—both personal and business contexts—helping him serve clients seeking tax-advantaged investments. Mark specializes in business investment planning and well as retirement planning for professionals, including entrepreneurs, physicians, engineers, and educators.
Mark holds an M.B.A. from Webster University (2006) and completed a comprehensive certificate program in Financial Planning from Metro State College of Denver, CO (2007). Mark’s industry credentials include: Series 7, 65, 26, and 63 registrations as well as a California Insurance License for Life, Health, and Disability. Mark makes practical, everyday use of his education, developing business plans and investment strategies. He conducts business in California, Colorado, and Oregon.
Mark has two children, a daughter who is a youth counselor and a son who practices business law. In his spare time, he likes to travel and learn about different languages and cultures. Mark loves to read on a variety of topics including, of course, business and finance. He also volunteers his time helping new immigrants adjust to life in America and he is active in his church, having recently served as treasurer.
1 Securities and investment advisory services offered through SagePoint Financial Inc., member of FINRA/SIPC and a registered investment advisor.