My extensive business and consulting background, combined with over 25 years as a financial advisor with a CERTIFIED FINANCIAL PLANNER™ (CFP®)* certification, provides me with the aptitude for solving problems and helping to create and manage financial life goals.
I use an established but personalized approach to understand what is important to you. I focus on teaching financial fundamentals and coaching you.
As your financial advisor, I'll partner with you as you decide which of life's paths you take as you travel this road of life, helping you to stay focused on your long-term goals and assess the short-term emotional issues you will face in your journey.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Insurance & Annuities
Office Address13426-B Community Road
Poway, CA 92064 opens in a new window
Mailing AddressP.O. Box 578
Poway, CA 92074
Phone NumberMark S Wozmak at (858) 748-4403
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More