“Our entire firm is based on trying to provide good education to our clients. We’re trying to help educate people so they can become more sophisticated consumers of financial services.”
With more than 25 years of industry experience, Mark Trice has made his career his passion; providing clear, accessible, and relationship-centered financial planning to clients. Mark founded ClearVista Financial in 2008 with the goal of building trusted, long-term relationships with clients while educating them and assisting with their unique financial situations and needs. Now, nearly 15 years later, ClearVista Financial has expanded to seven Central Texas locations and continues growing under Mark’s leadership. As a finance lecturer and former researcher at George Mason University, Mark leverages his experience as a financial advisor to support and encourage financial literacy while helping the next generation prepare and understand the importance of wealth management.
Tune in to Episode 160: Finding The Perfect Fit, to learn:
Why Mark chose the financial services industry
Why he is an advocate for financial literacy and community involvement
How his role as a member of Cambridge’s Faith-based Investing Council translates to how he serves clients
Don’t miss this episode of Cambridge Stronger as Mark shares the ups and downs of his remarkable journey!
About Mark Trice of ClearVista Financial
Mark founded ClearVista Financial in 2008 and has seen exponential growth at CVF with seven Central Texas locations, offering unparalleled financial services to clients who want to experience financial freedom, security and balance. He is passionate about clear, accessible, relationship-centered financial planning and has developed the Spend Life Well model, offering clients the tools and expertise to achieve their financial goals.
As a finance lecturer and former researcher at George Mason University, Mark discovered that proven economic principles, when applied to financial planning, could create financial targets that are achievable, sustainable and support the goal of a balanced life. The result was the Spend Life Well model and ClearVista Financial’s unique economics approach to financial planning.
Mark is a successful entrepreneur, business advisor and personal finance consultant. With more than 25 years of industry experience, Mark has served as an executive with a number of companies such as PricewaterhouseCoopers and DLA Piper. Additionally, he has founded several successful small businesses in the environmental and real estate industries. Mark earned his MBA in applied economics at The University of North Texas and his bachelor’s degree from Baylor University.
https://clearvistafinancial.com/
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge and ClearVista Financial are not affiliated.