Mark A. Sterley*, CFP

Mark A. Sterley*, CFP

Financial Advisor

Phone: 425-641-8788 ext 236
Fax: 425-641-8778
E-mail:

Mark A. Sterley, CFP® serves as a financial advisor with Pacific Capital Resource Group in Bellevue, Washington. He takes pride in his ability to work with corporate, individual and family clients in striving to provide quality advice, effective planning, and lifelong service.

Dedicated to the highest ethical standards, Mark provides clients with planning for every aspect of life including; risk management, estate planning, retirement planning, college funding, investments, professional money management, asset allocation, and business planning. He meets with clients personally to discuss and review their goals and objectives. He then works with a team of advisors and specialists to analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals.Securities and Investment advisory services are offered exclusively through Hornor, Townsend & Kent, Inc.

Mark is a CERTIFIED FINANCIAL PLANNER™ Professional, licensed for life, disability and long-term care insurance and has passed his 6, 7, 63 and 66 securities examinations. He graduated Cum Laude from Northwest University in Kirkland, Washington with a Bachelor of Arts degree in Business Management Administration. At Northwest, Mark was captain of the soccer team and a NAIA all-conference forward. Mark is also a member of the World Vision Financial Advisors Network for charitable giving and currently serves on the Alumni Association Board for Northwest University.

Mark and his wife Lena live in Redmond, Washington and are active members of The City Church.

 

Licenses and certificates

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Washington Life, Disability, and Long-Term Care Licensed
  • Northwest University - B.A. in Business Administration
  • Board Member, Northwest University Alumni Association
  • Registered Representative of Hornor, Townsend & Kent, Inc.
  • Investment Advisor Representative of Hornor, Townsend & Kent, Inc.