Mark L. Wallace,  CFP<sup>&reg;</sup> - Financial Advisor

Mark L. Wallace, CFP®

AIF®

Skyline Advisors, Inc.

405 32nd St, Ste 201
Bellingham, WA 98225
FINANCIAL ADVISOR'S WEBSITE
(360) 671-1621

General

Mark Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Skyline Advisors, Inc. in Bellingham, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth

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