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Mark Kaschenbach, CFP®

Senior Vice President - Investment Officer, PIM Senior Portfolio Manager, Senior Financial Advisor at Wells Fargo Advisors

Mark Kaschenbach, CFP®, has been a Financial Advisor in New York City for 17 years, serving a growing client base by focusing on comprehensive wealth strategies. He starts the planning process with 'Discovery' discussions to understand clients' risk profiles and define their most important financial goals. Mark collaborates with affluent families, business owners, and non-profit clients, developing customized wealth management plans. With a background as a West Point graduate and former Officer in the United States Army, he leverages leadership and organizational skills to create effective wealth plans.

Mark Kaschenbach, CFP®
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Location

New York City Metropolitan Area