Managing Principals
Mark L. Kornblau, CFP®
Mark’s interest in investing began shortly before he purchased his first stocks at the age of 12. He became a financial planner at age 29 and a Certified Financial Planner™ (CFP®) at the age of 33. He is a Registered Principal and Registered Representative.
Mark’s areas of focus are portfolio management, retirement and estate planning. Central to his philosophy of managing portfolios is to constantly and consistently evaluate the current level of risk versus reward in the marketplace. He then attempts to decrease portfolio risk when market risk is high and increase portfolio risk when market risk is low. Mark’s leadership in the G5 Financial Group is invaluable; he serves as the group’s Chief Investment Officer and is responsible for developing and implementing portfolio strategies for G5′s in-house SEC Registered Investment Advisory firm, Financial Design & Management, Inc.
Mark has more than 25 years of experience, which enables him to design and implement personalized strategies for his clients as he guides each client toward their unique financial objectives. His clients are successful professionals, retirees, those near retirement, and high net worth individuals.
Mark graduated magna cum laude from the University of Wisconsin-Madison and earned his master’s degree at Colorado State University. His professional affiliations include memberships in the Phi Kappa Phi honorary fraternity and the National Association of Active Investment Managers.
Sharing his expertise with others, Mark has conducted seminars and workshops at Colorado State University, Front Range Community College, and for corporations and nonprofit groups. He has also served on the boards of nonprofits in varying capacities. In his leisure time, Mark follows the stock market, enjoys traveling, jogging, hiking, coaching competitive soccer, and spending time with his family. Longtime residents of Fort Collins, Mark and his wife of 35 years, Donna, have two daughters.
Mark Kornblau is listed on the WiserAdvsor.com web-site.
Click here to go to the WiserAdvisor web-site.
