Welcoming Our First Remote Advisor: Mark Kline

Oct 12

After 12 years of building relationships and helping his customers in the manufacturing and construction industry keep their employees safe, Mark Kline decided to make a big shift in his life. Since he always had a passion for finance, he decided to turn his passion into his career. Today Mark joins the show to share a bit about his background and his excitement to help families develop a plan (and purpose) for their money.

Listen in as Mark shares his first memory of money and the values that he has in life that have guided his decisions with his personal money. You will learn the importance of knowing your why and being intentional with your spending.

What You’ll Learn:

How Mark ended up working at Fiat Wealth Management.
Why Mark made the jump from biology and marketing to financial advisory.
What makes a good financial advisor.
Why experience isn’t as important as passion in the financial advisory industry.
The importance of knowing your ‘why.’
The values that Mark has that guide his financial decisions.

Ideas Worth Sharing:

“A lot of our successes in life are determined by our ‘why’s.’” - Brad Gotto
“Make sure that what you do with your money aligns with your values.” - Mark Kline
“I think giving is important for everyone to have an open hand with their money and be willing to share it with others.” - Mark Kline