Mark Bukowski

Background

About Mark Bukowski

HELPING ENTREPRENEURS CREATE LONG-TERM FINANCIAL CONFIDENCE AND TRANSITION FAMILY WEALTH" For almost two decades, I've worked with hundreds of wealthy families to address their unique financial concerns, identify gaps in their risk mangement plans and develop comprehensive strategies to help preserve their wealth. With extensive experience through many market environments, I have dedicated my career to delivering personalized investment planning services integrated with holistic wealth management that my clients desire. I earned my undergraduate degree in Economics from Ursinus College, graduate degree (MBA) in Finance from the Simon school at the University of Rochester and hold series 7, 63, 66 registrations, CFP®, CIMA® and CAIA® certifications. My wife runs a bed and breakfast and we have a daughter who is currently an undergraduate at Virginia Tech. I specialize in working with wealthy families on their multi-generational wealth plans and help them with legacy planning and family dynamics. Additionally, I work extensively with business owners on succession planning and risk analysis. Please visit my website at for more information about my practice and the services I provide. I am currently accepting select new clients and appreciate your referrals. This information is intended for use by residents of CA, FL, KS, KY, MD, NC, NM, NV, NY, PA, SC, TN, TX, VA, and WI Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social