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
Mark Okamoto
Senior Wealth Manager
Century Management Financial Advisors
United States, Texas, Austin
About Me
Profile Information
Senior Wealth Manager
Century Management Financial Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
Aug 6, 2024
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