
Mark Grubbs Cexp
Have you ever considered the reason you work? It’s probably for one of two reasons; either meaning, or... | Portland, Oregon, United States
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Mark Grubbs Cexp’s Location Portland, Oregon, United States
Mark Grubbs Cexp’s Expertise Have you ever considered the reason you work? It’s probably for one of two reasons; either meaning, or money (maybe both!). My job lies on the money side, allowing my clients to focus on their meaning and what’s important to them. Whatever it is that you want to accomplish, my job is to help you avoid the financial pitfalls that constantly reveal themselves at inopportune times, getting in the way of what you’ve set out to do. Whether you’re a business owner or you work for someone, my focus centers on my client’s vision of their future to create a lasting impact on their wealth potential. I offer my clients access to one of the most comprehensive financial product platforms available today, helping enhance their goals by designing a customized strategy and creating a life map to achieve and protect their wealth. For my business owner clients; Every business owner needs to plan for the inevitable departure from their business and most aren’t ready or haven’t even considered how they want that transition to happen. Whether transferring to family or key employees, some type of sale to a third party, or being wheeled out on a gurney, as a Certified Exit Planner, my ability to provide insights and strategies for this transition can help clearly define the best path forward. By counseling business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation, we can prepare the business and the owner(s) for the most important day since starting their business; the transition away from the business and leaving it on their terms. For most of us; People spend more time working than seeing their families. For some, that’s okay. For others, including myself, I work so that I can spend more time with my loved ones. Personally, I enjoy the outdoors. Whether it be hiking, golfing, traveling, attending sporting events, exploring nature or enjoying a relaxing beach trip, I work hard to afford myself more time to enjoy life outside of my work life. My business is seeing you, and your business, succeed! /COMPLIANCE:2023-4415/
Mark Grubbs Cexp’s Current Industry Westpac Wealth Partners
Mark
Grubbs Cexp’s Prior Industry
Jpmorgan Chase
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Westpac Wealth Partners
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Work Experience

Westpac Wealth Partners
Financial Advisor
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Jpmorgan Chase
Personal Banker
Mon Feb 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)