Mark Alan Vosika was born in Grand Island, Nebraska in 1960. He graduated from the University of Northern Colorado in 1982 with a Bachelor of Science Degree in Marketing/Finance. Mark completed the Financial Para-Planner Program from the College for Financial Planning in 1997. In 2004 he received his Registered Financial Consultant (RFC®) designation from the International Association of Registered Financial Consultants. He received his Certified Financial Educator (CFEd®) designation in 2008 from the Heartland Institute of Financial Education (HIFE-usa.org).
Mr. Vosika has worked in the financial services industry since 1993, establishing long term relationships with his clients based on trust and integrity. He is currently a Registered Representative and an SEC Registered Investment Advisor, as well as a multi-line Insurance Producer to meet every need & concern.
Mark participated on the Men's Varsity Golf Team in High School & College. He is an avid downhill skier, and loves the Colorado outdoors.
He has successfully passed the FINRA Series 7 General Securities Representative Exam, the Series 65 Uniform Investment Advisor Law Exam, the Series 6 Investment Company Products/Variable Contracts Representative Exam, and the Series 63 Uniform Securities Agent State Law Exam. Additionally, he holds an active Colorado Insurance Producers License in the fields of Life, Health, and Property/Casualty Insurance.
Mark’s real passion is in Financial Education. He designs specific strategies for people to help them achieve their financial goals, and most importantly establish financial peace of mind. He focuses on wealth preservation strategies, maximum yields with minimum risk, safety of assets, reduction of taxes, and protection of life savings from catastrophic illness and/or nursing home expenses. He subscribes to a team concept in managing his client’s affairs, and is happy to work with their Attorneys, Accountants, personal family, or any other professionals. Mark accepts calls at (303) 482-6421 for discussion on estate, insurance, investment and/or retirement planning needs.