Mark Schoenbeck, CFP®

In his role, Mark is responsible for leading Kestra Financial’s engagement initiatives and the Business Consulting team. His team provides guidance and shares best practices to financial professionals in six critical business areas: strategy, people & performance, operational efficiency, growth & marketing, wealth management, and financial management. In addition, they help ensure Kestra Financial firms are fully leveraging all of the technology, valued added services, and the community events we provide our top firms.  

For more than 20 years, Mark has been committed to helping financial professionals build quality, sustainable businesses. He has worked with top independent financial professionals to help them maximize their revenue, free time, and business value. He has extensive experience as a financial professional, product marketer, chief marketing officer, and practice management consultant. Mark believes that real change happens when you combine emotionally charged goals with accountability and practical execution.

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Previously, Mark held senior executive roles at Mutual Service Corporation, AssetMark, and Curian Capital. Mark received a Bachelor of Science in business administration and entrepreneurship from California Lutheran University. He holds FINRA Series 7, 24, 63, and 65 licenses, and he is a Certified Financial Planner™ professional.