Mark Freise

CFP®, AIF
Financial Advisor, RJFS

Since beginning his career as a financial advisor in 2006, Mark has been passionate about his ability to have positive impact in the lives of those he serves. He aims to help his clients intelligently and decisively navigate the ins and outs of the financial world, working with them to achieve their unique short and long term goals.

Prior to joining Raymond James in 2015, Mark served as a financial advisor with Edward Jones for over 9 years. He graduated from Azusa Pacific University in California with a Bachelor of Science in Finance. He holds his Series 7, 63, 66 as well as life and disability insurance licenses.

In 2018, Mark achieved the Certified Financial Planner™ designation. CFP® professionals have completed the required education, examination, experience and ethics requirements.

Mark loves spending time with his family. He married Lyndsey in 2006 and they have three young children. He is a member of Alderwood Community Church and volunteers through coaching youth sports. Mark serves on the board of the Snohomish County Estate Planning Council and was one of the 12 founding members of the Seattle Seahawks President’s Fan Advisory Council. Aside from spending time with his family, Mark enjoys traveling and activities involving sports.

Mark’s two main employers from his teenage years through college were his father’s small law firm and Nordstrom. This lead Mark to building his own financial practice that is obsessively focused on taking care of his clients. Mark also has been heavily involved in sports most of his life. As a player he learned about hard work and discipline and as a coach he learned leadership and communication. He uses those skills to lead his clients to make sound financial decisions and reach their goals.