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Mark P. Cowdell, CFP
Mr. Cowdell has been involved in the
financial service industry since 1981.He attended Dixie College in
St. George, Utah. He received the prestigious designation of
Certified Financial Planner Professional (CFP) from the College for
Financial Planning in Denver, Colorado.
He is a licensed Investment Advisor and
Insurance Agent. Cowdell Investments & Insurance, LLC is
a full service Financial Planning Firm.
Mark P. Cowdell, CFP is the President and CEO of
Cowdell Investments & Insurance, LLC. Mr. Cowdell believes in
establishing first and foremost a safe solid foundation to any
financial plan. Once the foundation is laid, then and only then,
should investors put money into at risk stocks, bonds and
mutual funds. Risks should be prudently measured based upon a
clients risk tolerance and age.
Mr. Cowdell's grasp of the capital markets,
combined with his ability to tailor investment programs to
individual needs, and his emphasis on quality service, has helped
Mark to achieve his clients' goals and
objectives.
Mark has received numerous professional and
national awards such as the All-American Team from the
American Funds, Putnam’s Golden Scale Council, Fidelity's
Advisor Council, MFS Inner Circle and is listed in the platinum
edition of Who's Who Worldwide. He was recently awarded the National
Leadership Award and named Honorary Co-Chairman to the Business
Advisory Council. He is married and resides with his wife Holly and
their three children in Alpine, Utah.
801-763-1188 or
toll free 1-888-763-3088
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