Mark Gombita

Mark A Gombita is a Certified Financial Planner™ professional with a decade long track record of leading clients to their version of success while operating under the CFP® Board’s Fiduciary Code of Ethics. Mark advises business owners, executives, professionals, non-profits, and multigenerational families through his firm belief the best success stories begin with financial strategy. He takes pride in identifying a web of different options and finding the optimal path to synchronizing brokerage, banking, and credit. He hones industry experience from Vanguard and Merrill Lynch and holds the Certified Plan Fiduciary Advisor® designation and the Certified Exit Planning Advisor® certificate. His core competencies include retirement planning, estate planning, tax efficiency, risk analysis, communication, and integrity.