How We Help
Over my two decades of experience as a financial advisor, I have had the privilege of helping successful individuals, families, and business owners build, protect, spend, and transfer their wealth. It is my goal to establish a relationship with my clients over the course of decades; to walk alongside them and help them to live with a peaceful financial confidence. Together, we can help you to own your future.
I started this branch after years of success in the industry with the vision of providing financial planning as a true service. We all have our own dreams of our future and our own definitions of success, and it’s my belief that your financial plan and portfolio should be tailored to make those dreams a reality. I thoroughly enjoy getting to know my clients on a personal level, and find happiness in putting together the puzzle pieces that will allow them to enjoy their lives to the fullest, without the stress that money can often bring to life. It’s my goal that my clients always know they can trust me to have their back and their best interests at heart.
Outside of my work, my greatest joy is spending time with my incredible wife and three wonderful children. My second greatest joy is teeing off on the golf course with family and friends.
I’m eager to meet you, and for us to start down the path to peaceful financial confidence together.
What Hollywood movie is based on YOUR life? As an amateur screenwriter and filmmaker, it often seems like we are all starring in a movie about our own life. The story begins when we find ourselves facing a financial problem that we must solve and realize we must do something! This could be saving for college, health care concerns for our selves/spouse/children/parents, making the decision to retire, or selling a business. We can call this our First Act in a three act screenplay.
As a financial advisor, we partner with you to write the Second and Third Act of your movie to make sure we design the ending you want. What are your choices? What can you do? Together, we analyze scenarios, and if some end up unachievable, we re-write and select an alternative storyline that leads to the desired outcome.
As we know, it’s not always that simple. There are things that will happen that we couldn’t take into consideration. Our lives are constantly changing, and we continue to learn and develop throughout the different phases of life. With our help, you can consistently analyze and explore situations with your desired outcome in view, and make changes in real-time.
In the Third Act, your story and subplots should all be resolved. The kids have gone to college, the business has been sold, your legacy secured. The earlier feeling of uncertainty and fear is gone and we can feel confident that our desired ending will play out.
In our practice, we provide you with clarity and direction through the confusing financial landscape. We also partner with top-tier professionals in many areas including estate, special needs, and business attorneys, CPA/tax professionals, and other service organizations to help you consistently make sound financial decisions.
My passion for local businesses and our community shines through. You can often find me at vintage record stores searching for original pressings of Jamaican singles and at local parks or child friendly spaces with my wife Renee, and daughters Zoe and Sofie.
Access my calendar and let’s talk about your story.
Mark Serafini has been an Investment Advisor Representative with Voya since February of 2011. His priority is constructing financial plans consisting of achievable steps that will guide his clients towards their financial goals, all while maintaining worthwhile relationships. In addition, Mark takes pride in helping to train and develop new financial advisors in the firm. Mark currently hold his Series 7 and Series 66 securities registrations, and Washington State Life and Disability insurance licenses.
Mark graduated from Washington State University with a degree in Finance and a minor in Economic Sciences. Mark has always valued being an active participant in his community and was pivotal in pioneering our branch's Community Outreach Program; supporting local charitable events including 5k's, half marathons, festivals and other local functions. In his spare time, Mark enjoys travel, golf, swimming and has had Seahawk season tickets since 2012