Mark Bodnar is a partner and chief investment officer 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.
Prior to his participation in founding Octavia, Mark accumulated 36 years of investment experience. For most of those years, he served as a retirement planning specialist at 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™, Chartered Financial Consultant (ChFC®), and Charter Life Underwriter (CLU®).
On the personal side
Mark is married and has two adult children. But back in his college days at the University of Michigan, he played basketball with his twin brother. And they were tasked with guarding future Hall of Famers Magic Johnson and Isaiah Thomas!