Mark Holder
CFP®, ChFC®, FIC, RICP®, BFA™
Wealth Advisor
Helping members invest, grow, protect, and efficiently transfer their wealth.
State(s) Licensed: AK, AZ, CA Insurance Lic. #0K72446, CO, CT, DC, FL, GA, ID, IN, MN, MO, MT, ND, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA
Phone: (509) 381-5582
Address:
534 E Spokane Falls Blvd
Spokane, WA 99202
Helping members invest, grow, protect, and efficiently transfer their wealth.
State(s) Licensed: AK, AZ, CA Insurance Lic. #0K72446, CO, CT, DC, FL, GA, ID, IN, MN, MO, MT, ND, NJ, NY, OH, OR, PA, SC, TX, UT, VA, WA
Let's work together to reach your goals!
No Matter what your financial goals, achieving them requires preparation, planning, and confidence. Whether you are just starting out in your career or preparing for retirement.
I’ll assess your situation and develop a strategy designed just for you that will help you invest, protect, and efficiently transfer wealth.
Some of the areas I specialize in include:
• Retirement income planning
• Retirement accumulation
• Life insurance
• Investments
I look forward to having a conversation and getting to know you and your needs, so I can provide comprehensive financial advice and we can work together to reach your goals.
To learn more about the privacy of your information, visit our privacy policy.
Location
Spokane Office
- Phone:
- (509) 381-5582
- Mobile:
- (509) 863-2904
Hours
M – F: 9 a.m. – 5 p.m.