Wealth Advisor, Financial Consultant
Mark Eisenstein was born and raised in the Rogue Valley in Southern Oregon. He earned a Bachelor’s degree in Business from Northwest Christian College. In 1994, he became an Investment Advisor Representative. He has spent the last 20 years helping people develop cohesive financial plans that enable them to reach their goals. Mark’s clients look to him for honest, unbiased advice that reflects their objectives, their needs, and their risk tolerance. Over the years, his integrity and innate compassion for people have earned him the trust and loyalty of many valued clients.
Mark works with individuals, families, business owners, and institutions. His process brings together investment strategies, cash management, retirement planning, risk protection, business planning, and legacy creation. He works closely with his clients’ accountants and attorneys to ensure across-the-board cohesion, as well as streamlined and tax-efficient outcomes. Mark holds Series 24, 7, 66, 6, and 63 registrations — as well as various insurance licenses — which enable him to offer a wider spectrum of creative solutions to meet the needs of each individual client.
Mark believes in staying active in the community and has served on the Board of Directors for Children’s Advocacy Center, Dogs for the Deaf, and the Craterian Ginger Rogers Theater. He has also worked with Campus Life, Consumer Credit Counseling, St. Mary’s High School, and Rotary.
Mark and his wife, Donna, have two children, Emily and Adam. They are serious Oregon Ducks fans and spend many fall evenings enjoying football games together.