Mark Serafini

As a youngster I watched my father work day and night to provide for our family. It wasn’t until I was older that I realized he gave us everything to the complete detriment of his retirement and savings. That fueled my passion to achieve financial independence, and helped me develop my core belief that you can enjoy a comfortable and rewarding working life and an uncompromised retirement.  

Retirement should be a journey to find purpose, and not be bogged down by financial stress and pressure. I have an uncanny ability to make clients feel comfortable in a protected environment, so we can get to the bottom of what keeps them up at night. Many fear losing the identity and security that their careers give them. I invite my clients to transfer their financial stress onto my shoulders and have one less burden to contend with. 

The financial impact I’ve made in my clients’ lives as a fully licensed fiduciary advisor continues to fuel my passion for goal-based financial planning. Continual personal service and customized advice – combined with an educational approach that helps clients understand and make informed choices – is the recipe for great relationships. 

My clients find confidence in having a plan for working toward their financial goals. They never feel like an account number or just a customer: instead we forge partnerships built on trust, transparency, continued communication and contact. With regular check-ins and reviews, they know I’m monitoring and tracking their financial plan’s progress and providing them customized solutions based on their results,  changes to their goals and life events. They can be certain that they’re receiving unsurpassed investments and advice, and feel protected in today’s ever-changing world.  

I have a great passion for my alma mater and was invited to sit on the Finance Advisory Department Board at Washington State University in May of 2020. This allows me to advise and collaborate with the Carson College of Business to strengthen relationships between the university, students, and the business community. 

When I started my practice I was 23 years old and fresh out of college. Whilst eager and ready to help, it was difficult to ask clients to trust the experience of a rather young man. I began sponsoring charitable events as a way to meet genuine people that supported great causes, and valued working with a professional that shared their passion.

We all need to live in pursuit of our purpose and mine is to be an available and positive influence on my clients and family. I find true joy in my off time traveling the world with my Brazilian wife, playing with my young niece, and relishing as much time with my parents and siblings as possible.

I’ve been a Seahawks season ticket holder since 2012. Go Hawks! My wife is Brazilian and we often travel to Brazil to see family and friends. I’m known to friends and family as a diehard Cougar alumnus.