Castle Rock, CO #1557 Chapter Directors

Mark McGregor

Chapter President

Mark McGregor CRPC®

Founder- McGregor Wealth Management, Investment Advisor

Mark was raised in Douglas County on a ranch where he learned the value of work ethic, integrity and learning by doing.  After attending California Polytechnic State University, San Luis Obispo, Mark moved back to Castle Rock to start his financial planning practice

As a chartered retirement planning counselor, Mark’s primary focus is on education in personal financial planning and wealth preservation for those close to and already in retirement.  Using his 24 years of experience, his goal is to analyzing the financial picture of each of his clients to make their financial lives easier through simplified and integrated financial planning.

Mark has conducted various personal financial planning workshops for the investing public. He has been a dedicated speaker for Fortune 500 corporations, civic organizations and clubs.  Mark’s belief in education, transparency and honesty is the cornerstone for personal growth that helps his clients on the path to identify, achieve and protect their retirement lifestyle.  Through Mark’s association with groups like AFEA he is now able to educate and give back to a community that has given him so much.

On a personal note, Mark enjoys traveling with his family, working with his family’s race horses and promoting 4-H and events.


 

Financial Educator
Real Estate Agent / Broker