Mark Bodnar is a partner at Octavia Wealth Advisors. He specializes in preparing retirement income strategies for clients. Knowing that they can enjoy retirement without worrying about running out of money is a primary goal for most Octavia clients. Mark takes great pride in the fact that his planning and investment expertise helps clients meet this goal and experience peace of mind.
Antes de su participación en la fundación de Octavia, Mark acumuló 36 años de experiencia en inversiones. Durante gran parte de esos años, fue especialista en planificación de la jubilación en Midwest Financial Partners.
Mark earned both a Bachelor of Arts in economics and a Master of Business Administration at the University of Michigan in Ann Arbor. He also completed an executive education course called “At Retirement” at the Wharton School of Business at the University of Pennsylvania. Mark is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant (ChFC®), and Charter Life Underwriter (CLU®).
Una nota personal
Mark está casado y tiene dos hijos adultos. En sus días universitarios en la Universidad de Michigan, jugaba básquetbol con su hermano mellizo, ¡y se les encomendó ser defensas contra los futuros integrantes del Salón de la Fama Magic Johnson and Isaiah Thomas!