CA Insurance License #0B98519
Mark A. Umek is a Registered Investment Advisor with CAVU Wealth Management, providing financial and planning advice for small businesses and individuals. He is registered in multiple states across the country where his clients reside. He has Series 63 and 65 securities licenses and a California insurance license. He has been working in the financial services industry for over 30 years.
Mark has been involved in various community activities over the years including the Rotary Club, Relay for Life, Rotary 4 Way Speech Contest, Rotary Youth Leadership Awards. He and his wife are active members of their church and support the local church and church school.
In his non-working time Mark enjoys golf, sailing, and table games. He has been married to his wife, Sandy, for 45 plus years and they have two adult children and four grandchildren.
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