Mark Umek's Contact Details

Mark Umek's Company Details

CAVU Wealth Management

San Diego, California, United States • 6 Employees
Investment Management

Who We AreThe aviation term "CAVU" means Ceiling and Visibility Unlimited. At CAVU Wealth Management our mission is to help you have a clear picture of your financial goals and provide you with a financial flight plan to address them!Our first priority is helping you take care of yourself and your family by creating a flight plan for your retirement. We understand there may be turbulence along the way and we have the flexibility to navigate around turbulent and unforeseen circumstances so you can reach your retirement destination. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Investment Adviser Representative offering advisory services offered through CAVU Wealth Management, a registered investment advisor. Registered Representative offering securities through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. CAVU Wealth Management and IFG are unaffiliated entities. For a list of states in which we are registered to do business, please visit (www.cavuwm.com) Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.