Mark Coombe, CFP®

Mark Coombe, CFP®

Partner & CERTIFIED FINANCIAL PLANNER™

email | 541.687.2320

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Mark Coombe specializes in customized portfolio design, retirement income solutions, estate maximization, long term care and disability protection using tax advantaged strategies. Mark has over 20 years experience in the Financial Services Industry and has worked as a Financial Analyst for a Fortune 500 company. Outside of the office, Mark plays acoustic, electric and bass guitar and has led rock, jazz and church ensembles for over 30 years.

Education

Mark holds the Professional Designation Certified Financial Planner,® a Masters of Arts Degree from Lewis and Clark College, and a Bachelors of Science Degree in Business Administration from the University of Oregon.

Affiliations

Mark is a former Board Member of the Financial Planning Association of Oregon and Southwest Washington , and a former United Way Loaned Executive. Mark has been a volunteer basketball coach and has been active in his children’s schools as a volunteer parent.

 

 

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in Arizona, California, Florida, Georgia, Hawaii, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, and Wyoming. This is not an offer to sell securities in any other state or jurisdiction.