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Phoenix, AZ, Bethany Home Road

Mark Blom

CFP®

Senior Wealth Advisor

1643 E Bethany Home Rd
Phoenix, AZ 85016

Mark Blom Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Mark Blom Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Mark

Mark manages and monitors client portfolios, researches and monitors Focus’ mutual fund investments, and assists with financial planning and reviewing portfolios for clients.  

Prior to our team, Mark was involved in portfolio and wealth management at Charles Schwab & Co. and Clarity Financial, LLC.  

Education and Professional Milestones:

-Central College - bachelor’s degree in business management