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Bio

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Here is the polished third-person bio: Mark J. Rowe, Clu, Chfc, is a seasoned financial expert with over 40 years of experience in the industry. As a Brokerage Director at BGA Insurance, PLAN (Professional Life Advisors Network), Wells Fargo, and TIME Financial, he has established a reputation for providing comprehensive financial planning and insurance solutions to clients. Mark's expertise spans disability, life, long-term care, retirement, estate, investment, strategic, holistic, and coaching services. He holds advanced degrees in business and law, and is a Chartered Financial Consultant (Chfc) with extensive experience in wealth transfer, business continuation planning, and retirement planning.

Experience

  • BGA Insurance
    • Costa Mesa, CA
    • Brokerage Director
      • Oct 2019 - Present
      • Costa Mesa, CA

    • Brokerage Director
      • Sep 2019 - Present
      • San Diego, CA

  • Wells Fargo
    • San Diego, CA
    • Wealth Insurance Specialist
      • Apr 2017 - Present
      • San Diego, CA

    • Regional Specialist
      • Dec 2014 - Apr 2017
      • Irvine, CA

      Mark began his professional career in 1978 with Massachusetts Mutual Life Insurance Company. He later joined CIGNA’s Individual Financial Planning Division and then moved into Agency Management with John Hancock in the Detroit, Michigan area. In 1997, Mark transitioned to California and owned several insurance general agencies working with Financial Advisors. As a valued resource, he has always been widely recognized as an estate planning and wealth transfer specialist and is also known for his expertise with business continuation planning. In 2012, Mark began working with select top Financial Advisors at Raymond James, with a mission to provide them with reliable and comprehensive support for cutting edge knowledge and expertise in insurance related solutions and services. Since joining TIME Financial, Mark has expanded his reach and is now also able to partner with Financial Advisors at many firms. During the process of working with advisors, Mark meets with their clients to fully understand their goals, coordinates with their team of professional advisors to prepares a comprehensive plan that may involve financial, tax, legal, or insurance solutions tailored to their unique needs. He provides the in-depth analyses, illustrations and market research necessary for clients to make informed decisions. Mark’s approach is two-fold - fully evaluate the specifics of a client’s financial situation, and offer sound recommendations for alternative financial decisions. TIME Financial has assembled some of the most knowledgeable and talented professionals in the industry. Not only are our Insurance Planning Specialists proven producers, most hold advanced degrees in business or law. Mark understands the advisory business and is ready to provide you and your clients the objective analysis and consultative process necessary to guide appropriate decision making regarding wealth transfer, retirement and business planning issues.

  • The PenFacs Group
    • Irvine, California Area
    • Regional Sales Manager
      • Sep 2012 - Nov 2014
      • Irvine, California Area

      In 2012, Mark joined The PenFacs Group as Western Regional Sales Manager specializing in providing comprehensive support to select financial advisors at Raymond James. As a valued resource, he is widely recognized as a wealth transfer specialist and is known for his expertise with business continuation planning. During the process of helping advisors, Mark often meets with their clients to fully understand their goals and works with their team of professional advisors to prepare a comprehensive plan that may involve financial, tax, legal, or insurance solutions.

  • MVP Insurance Marketing, Inc and Mark Rowe & Associates
    • San Diego, CA; Phoenix, AZ; Los Angeles, CA
    • Owner / Chartered Financial Consultant
      • 2000 - 2012
      • San Diego, CA; Phoenix, AZ; Los Angeles, CA

  • Asset Planning Solutions
    • San Diego, CA; Southfield, MI
    • Sales Manager
      • 1997 - 2000
      • San Diego, CA; Southfield, MI

    • Sales Manager
      • 1991 - 1997
      • Southfield, MI

    • Insurance and Finanacial Services Sales
      • 1988 - 1991
      • Southfield, MI

    • Insurance Sales
      • 1983 - 1988
      • Franklin, MI

  • Massachusetts Mutual Life
    • Farmington Hills, MI
    • Insurance Sales
      • 1978 - 1983
      • Farmington Hills, MI

Education

  • 1975 - 1980
    Michigan State University
    BA - Business, Risk Management, Finance, Insurance
  • 1972 - 1975
    Southfield High School

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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