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portrait of Mark G Vastine
FINANCIAL ADVISOR

Mark G Vastine

CFP®
435 Ericksen Ave NE Ste 100, Bainbridge Island, WA 98110opens in a new window
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About Mark

If you want such a thing, get to work on it right away. - Zen saying

What do you want from your life?
What is your money story?
How do you connect money with meaning?

I partner with clients who value the journey – who pursue wisdom, wealth and well-being. We develop a life strategy that aligns means with priorities. We create the power to live life by their own design.

My clients typically have built $1.5 million in investable assets (or more) by age 50, harness wealth both to live well and to give back, and value planning and advice.

Growing up in coastal Maryland,...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Portfolio Reviews
  • Sustainable investing

Work History

  • Edward JonesMarch 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Yale UniversityBachelor of Arts

Personal Interests

  • Traveling
  • Tai Chi
  • Surfing
  • Culinary Arts
  • Outdoor Enthusiast

Team Members

  • Karla Woodside
    Sr. Branch Office Administrator
  • Kader Delaney
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(206) 855-5930

Fax

(877) 567-5550

Office Address

435 Ericksen Ave NE Ste 100
Bainbridge Island, WA 98110opens in a new window

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