Mark Yatros, CFP®, ChFC®, APMA®, CDFA®, RICP®
Founder, Private Wealth Advisor
Hi, I’m Mark Yatros, Founder and Private Wealth Advisor at Allegiant Wealth Strategies.
I have been guiding people toward financial freedom for more than 30 years. I began my career at Ameriprise before founding Allegiant in 2017. I specialize in insurance, portfolio risk management, tax strategies, retirement income planning, estate planning, and—most importantly—knowing clients.
What drives me is the opportunity to serve clients with honesty, care, and personalized guidance.
I hold a BA from Western Michigan University and several designations, including CFP®, ChFC®, RICP®, CDFA®, and APMA®, along with Series 7 and 63 registrations.
Outside of work, I’m active with Habitat for Humanity and love spending time outdoors—especially fishing, boating, and working on home projects.