If you’re starting to transition into the retirement phase of your life or simply want to learn more about Social Security. Listen to Scott Marks share some critical points regarding filing for Social Security.
Host: Scott Marks, CFP®, CRPC®| Financial Advisor
Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.
Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.
After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.
In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).
Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!
If you’re starting to transition into the retirement phase of your life or simply want to learn more about Social Security. Listen to Scott Marks share some critical points regarding filing for Social Security.
Host: Scott Marks, CFP®, CRPC®| Financial Advisor
Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping families establish and pursue their unique financial goals through holistic financial planning.
Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Drawn to the finance side of the industry, he began work as a credit analyst in the lending department with Alliance Bank of Arizona.
After four years with the bank, Scott pursued a career as a financial advisor with Merrill Edge. During his time there, Scott provided investment guidance and built effective long-term plans for clients located in all 50 states. He was recognized as a top advisor and attended the Pinnacle Club; a recognition program honoring the top 1% of advisors with the company.
In August of 2016, Scott joined Summit Wealth Group in order to provide a greater scope of wealth management services for clients. Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).
Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!