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Mark B

CFP®, ChFC®, Series 63

Swan Valley, ID

Cetera

Mark Banner is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Banner is involved in several entrepreneurial ventures, including operating a bee pollination and honey production business and managing multiple holding companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services via a multi-manager platform with discretionary and non-discretionary options across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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