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Mark R

CFP®, Series 66

Lake Oswego, OR

MAR Financial

Mark Renard is a CFP® with 26 years of experience in the financial services industry. He is the sole advisor at MAR Financial, an independent firm he joined in 2025. His prior experience includes roles at Northwest Asset Management, Miracle Mile Advisors, Cantella & Co., Purshe Kaplan Sterling Investments, Johnstone Brokerage Services, and Wells Fargo Advisors Financial Network. Renard also assists clients with life and health insurance purchases on a limited basis. MAR Financial is a fee-only independent adviser serving high-net-worth individuals, businesses, and charitable organizations. The firm manages approximately $22 million and primarily offers discretionary investment management and financial planning through diversified portfolios using ETFs and mutual funds.

General retirement planning General tax planning Wealth management Cash flow / budgeting
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