Mark Rizvi

Family Wealth Associate

  • What path led you to wealth management?

It started when I took a Dave Ramsey course in high school. I learned that most Americanshave 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 buildinglong-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.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least March 31. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.