“Wealth is the ability to fully experience life.” Henry David Thoreau
Mark Cavazos is a native Houstonian with over 13 years of professional experience in financial advising. A founding principal of Bay Area Private Wealth Group, Mark is committed to providing a full-service planning practice focusing on helping clients live more prosperous lives.
Mark has built an extensive portfolio of services to help clients address various financial concerns including retirement planning, group benefits, short and long term investing, college savings, and insurance protection strategies.
Whether Mark is meeting face to face with clients or presenting workshops to groups on financial planning topics, his mission is to understand the client’s specific goals, aspirations, and concerns. His approach is fueled by strong family values and a commitment to provide financial stability to his clients
CREDENTIALS
Education
* University of Houston – Graduated Magna Cum Laude – Bachelor of Science in Finance
Financial Certifications
* Series 7
* Series 66
* Texas General Lines: Agent Life, Accident, Health and HMO
Awards
* Equitable - Retirement Benefits Specialist – Tax Sheltered Plans
* Wharton School of Business at the University of Pennsylvania – Retirement Planning Specialist
When he is not spending time helping his clients to protect and grow their wealth, Mark is spending time with his wife, Amanda, and their two sons. Mark also enjoys fitness workouts, trying new local places to eat, traveling with the family, racing/detailing cars, collecting rare vintages of red wine, and cooking (especially grilling).