Mark Wallace CFP® AIF® CRPC® is a financial advisor providing wealth management services to clients. He is a principal and an owner of Skyline Advisors. His responsibilities include portfolio management and financial planning for individuals and families. Mark is an integral part of the Skyline Advisors team because of his investment and financial planning knowledge and broad range of experience, serving as a Financial Advisor since 1998. Mark works with clients to build a Plan that matches their financial resources to their goals. Mark believes that listening and learning about a client’s objectives and life experience is paramount to providing personalized advice and guidance.
He is a Certified Financial Planner™ professional (2007), a Chartered Retirement Planning Counselor™ as well as an Accredited Investment Fiduciary. He is a member of the Financial Planning Association (FPA) and the Northwest Estate Planning Council. Mark serves as Treasurer for the National Alliance on Mental Illness (NAMI) for Whatcom County and is passionate about giving back to causes that interest him. Mark has a special interest in Sustainable and Socially Responsible Investing.
Mark has a degree in Business Administration, concentration in Finance from Western Washington University. He is a native to Bellingham and enjoys working and playing in the community, but can sometimes escape to Arizona during the winter for much needed sun.