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Mark's Bio

 

Mark C. Seebeck CFP® is dedicated to developing and cultivating long-term relationships with clients by serving their needs, while helping to achieve their financial goals and dreams.
 
At Seebeck & Associates, Mark and his team work closely with clients to fully understand their short and long term goals as well as the obstacles to achieving them. This intimate customer focus enables him to better educate and provide recommendations. He focuses on retirement and estate planning, * and asset protection strategies for the costs associated with long-term care.
 
Following in his mother, Mary Seebeck’s footsteps, Mark chose to begin a career in the financial services industry in 1996. Recognized for his leadership, outstanding sales performance and service to his clients, Mark has achieved numerous professional honors throughout his career, including the company’s’ Fast Start, Third Year Challenge, Presidents’ Council, Chairman’s’ Cup, Top Club, National Leaders Forum, Hall of Fame, Sterling Member, and Circle of Excellence.
 
Mark is committed to his professional education and is currently pursuing additional credentialing. Active in the industry, Mark has served on the board of the Fort Worth Association of Insurance and Financial Advisors, is a member of the Financial Planning Association and is a qualifying Top of the Table member of Million Dollar Round Table.
 
Mark has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.



 

*Funded though the use of life insurance and other financial products.


 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. 
 

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