Mark Dragoslovich, CFP®, CIMA®
Mark Dragoslovich is a Financial Advisor with Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group is a renowned practice in Tucson, Walnut Creek, and Chico, managing over $837 million1, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years.
Mark is a native Tucsonan and a graduate of the University of Arizona’s Eller College of Management, where he majored in Business Economics, with a minor in Mandarin. Mark began his career in the financial services industry as an intern for a leading global executive search firm in Hong Kong that specialized in the financial sector. After gaining significant exposure to financial market professionals, Mark returned to the United States and earned his Series 7 and Series 63 registrations. As a financial advisor in Phoenix, he developed key client relationship skills and further enhanced his knowledge of the financial markets. In January of 2014 Mark moved back to his hometown here in Tucson. In 2016 Mark obtained the CERTIFIED FINANCIAL PLANNER™ designation, and in 2017 earned his Series 66 registration. In 2019 Mark obtained the Certified Investment Management Analyst™ designation to further his portfolio management skills.
Mark focuses on being well informed, enjoys relaying news and being an informational resource of market news for both friends and clients. His personal interests involve trading the financial markets, playing and teaching guitar, riding Peloton, and getting involved in local non-profit organizations.
1 as of 5/27/2022
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