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Mark Caldwell

Certified Financial Planner at Strategic Capital
Intro Book
Mark Caldwell is a seasoned Certified Financial Planner with 20+ years of experience in retirement planning, wealth management, and investments, holding a degree from The University of Texas at Arlington.
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Location
Bastrop, Texas, United States, US
Skills
  • Retirement Planning
  • Investments
  • Wealth Management
  • Retirement
  • Financial Advisory
  • Show all
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Bio

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Mark Caldwell is a seasoned financial expert with extensive experience in retirement planning, investments, and wealth management. With over 20 years of experience, Mark has held key positions at Strategic Capital and Synergy, where he has honed his skills as a Certified Financial Planner. Mark's educational background is rooted in the College of Business at The University of Texas at Arlington, providing a solid foundation for his career in finance.

Experience

  • Strategic Capital
    • Bastrop, Texas, United States
    • Certified Financial Planner
      • Jun 2017 - Present
      • Bastrop, Texas, United States

  • Synergy
    • Certified Financial Planner™
      • Sep 2006 - Jul 2017

  • Self Employed
    • Independent Financial Advisor
      • Mar 1997 - May 2009

Education

  • The University of Texas at Arlington - College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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