Mark Coombe, CFP®, CLU®, RICP®
Partner & Financial Advisor
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 Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services through Avantax Advisory ServicesSM, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax 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.
University of Oregon, BS, Business Administration
Lewis & Clark College, MA
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.“