CoverProfile

Mark Okamoto

Senior Wealth Manager

Century Management Financial Advisors

United States, Texas, Austin

About Me

Mark has been in financial services throughout his entire career and is passionate about helping others through proper planning and investment decisions. He appreciates the principled approach to investing, the value-based investment strategy, and the discipline that Century Management employs. A Senior Wealth Advisor at Century Management since 2006, Mark oversees the day-to-day relationship between the firm and a select group of clients. He cherishes the role he has to help, guide, and serve the needs and goals of clients. This role includes communicating investment strategy, explaining details regarding managed accounts, and providing financial and retirement planning. Prior to joining

View more

Profile Information

Senior Wealth Manager

Century Management Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Austin

Texas

United States

Aug 6, 2024

More profiles to browse

BB
Bill Brilliant
Fixed Income Portfolio Manager
Profile Photo
John Dixon
Senior Wealth Advisor and Relationship Management
SH
Sam Hale
Investment Manager, Senior Wealth Advisor and Relationship Manager
Profile Photo
Scott Van Den Berg
President, Principal and COO

You Might Like

JM
Justin Molina
Manager, Client Services
Wall Private Wealth
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services