Mark Rizvi, CFP®

Family Wealth Advisor

  • What path led you to wealth management?

It started when I took a Dave Ramsey course in high school. I learned that most Americans have limited knowledge on how to manage their finances. I saw an opportunity to help change that. So many people feel that their wealth is a burden. I wanted to help teach people how to use their wealth, so it no longer feels like a burden but empowers them to live their best life. I love being able to work towards building long-term relationships with clients and help them achieve their goals.

  • What personal accomplishments are you most proud of?

It was self-funding my study abroad trip to the Czech Republic in college. It was such a rewarding experience to set a goal, work a job, save up my money, and then use it to go on this once-in-a-lifetime trip. It was the first financial goal I had set for myself. It felt amazing to successfully accomplish it.

  • Education and accreditations

B.S., Personal Financial Planning, Texas Tech. University
Series 65 license

  • What do you like to do outside of work?

I like to get outside the city and enjoy nature. I also enjoy country dancing with my friends and reading a good book.

  • What are some of your biggest influences?

My biggest influence has been my family. They have supported me in everything I have done to get where I am today. They have also kept me accountable to do the right thing and are always there for me when I am low. They have served as a good example of who I should be.

  • What are the most important lessons you’ve learned in life?

Never complain. Listen more than you speak. Get back up every time you get knocked down.