For over a decade Marko has been providing individuals and business owners with comprehensive, innovative, financial planning services. Marko has a MBA, MSIS, and most recently a CExP™,
Financial Adviser in Honolulu, HI
Our company strives to provide optimal service to our clients by utilizing specialized teams and professional partnerships. I am committed to preserving and protecting my client’s lifestyle, assets, and loved ones. I accomplish this with a comprehensive planning approach focused on details and “state of the art” ideas. While the strategies for each of my clients may differ, the goal is always the same. I seek to provide my clients with the financial security necessary to enjoy life to the fullest. As a team leader, my passion is to help young associates navigate the challenging and complex world of financial services. Our firm emphasizes teamwork, strong leadership, and a structured daily training program to ensure the success of our representatives. Our innovative planning ideas and concepts enable veteran associates to elevate their business, increasing earning potential.
- Business Planning
- Estate Planning
- Retirement Planning
Financial Representative, Partner
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY, 10004. Securities products and services are offered through PAS, a registered investment advisor and broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Wealth Strategy Partners is not an affiliate or subsidiary of PAS or Guardian.