MARK RIZKALLA
Financial Advisor
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Working with me
I have been in the financial industry for over 20 years, watching and listening to people who’ve made both great financial decisions and some big mistakes. I’ve learned that no two people are the same, and each person deserves a plan that aligns with their own goals and values. I'm supported by a team of experienced professionals who each bring their own areas of expertise, and this is what you can expect from working with our team:
We start by listening.
Your values, priorities, and vision matter. We take the time to...
My qualifications
- High School Graduate or Equivalent, Leuzinger High School
- Securities Industry Essentials
- Investment Adviser Representative
- Series 7 - General Securities Representative
My state licenses
- California(Insurance Lic. #4409754)
- Texas
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations