Mark Coombe, CFP®, CLU®, RICP®

Partner & CERTIFIED FINANCIAL PLANNER™

541-687-2320

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Mark Coombe specializes in designing and implementing customized financial plans including retirement income planning, investment portfolio design, tax-efficient strategies, and risk management. All this is done in the context of what is important to his clients. Mark helps his clients keep promises to the ones they love.

Outside the office, Mark records and performs acoustic, electric, and the bass guitar, hikes, and enjoys the outdoors. He is a dog lover and enjoys volunteering at local rescue shelters. He is a former board member of the Financial Planning Association of Oregon and SW Washington.

Mark Coombe is a Financial Advisor offering Securities through 1st Global Capital Corp., Member FINRA, SIPC, Investment Advisory services through 1st Global Advisors, Inc. and Insurance services offered through 1st Global Insurance Services, Inc. Jones & Roth and 1st Global are unaffiliated.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Education

University of Oregon, BS, Business Administration

Lewis & Clark College, MA

Certifications

CFP® - CERTIFIED FINANCIAL PLANNER™ professional

CLU® - Chartered Life Underwriter

RICP® - Retirement Income Certified Professional

“I love helping my clients achieve peace of mind and happiness as an advisor, coach, mentor and consultant.“

— Mark Coombe, CFP®