Mark Gelbman is the owner and adviser at Strategic Wealth Solutions in Urbandale, Iowa, who has more than 20 years of experience helping clients achieve their financial planning goals. His certifications include the CFP®, CLU®, CRPC® and AAMS® designations. Gelbman believes that the key to achieving financial planning success is taking that first step and implementing incremental change rather than radical change.
His firm’s goal is to help clients implement year-over-year consistent incremental change. By being independent and a fiduciary, Strategic Wealth Solutions is able to put the needs of its clients first and avoid potential conflicts of interest.
Gelbman is supported in this mission by his wife, Jean, and their cat, Norman. Jean Gelbman also serves in an associate role within the practice.
Phone: (515) 443-9567 | Email: mark.gelbman@strategicwealthsolutionsllc.com | Website: www.strategicwealthsolutionsllc.com
LinkedIn: www.linkedin.com | Facebook: www.facebook.com
