Mark Trice
Comprehensive Retirement Planner | Financial Planning Strategist | President at ClearVista Financial | Waco Area, United States
Mark Trice’s Email & Phone Number
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Financial Education Consultant | Certified Financial Educator® (CFEd) | Instructor at Heartland Institute of Financial Education in January 2010 - Present
Comprehensive Retirement Planner | Financial Planning Strategist | President at ClearVista Financial in December 2008 - Present
Marketing & Business Development Solutions Specialist | Chief Marketing Officer at vcfo in January 2007 - January 2008
Lead Generation & Retention Specialist | Communications Strategist | Chief Marketing Officer at Buchanan Ingersoll & Rooney in January 2006 - January 2007
New Business Development | Client Retention Specialist | Director of Business Development at DLA Piper in January 2004 - January 2006
Business Development Executive at PricewaterhouseCoopers in January 2000 - January 2003
Business Mentoring Program Director at George Mason University in January 1997 - January 2000
Mt. Pleasant High School, July 1985 to July 1989
George Mason University, July 1997 to July 2026
University of North Texas, MS, July 1995 to July 1996
ClearVista Financial prides itself on creating a strong and caring relationship with it’s clients. Our representatives focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals looking to attain core value financial goals. As investment advisor representatives with Cambridge Investment Research, Inc., their financial professionals provide money management services such as execution of trades, rebalancing of portfolios and periodic reviews. Cambridge Investment Research, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Important disclosures can be found here: www.clearvistafinancial.com/disclosures
Discover more about ClearVista Financial
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Marketing Intern at ClearVista Financial
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(Jan 2026 – Present)
Client Service Assistant at Clear Vista Financial
Client Service Assistant at ClearVista Financial
(Aug 2015 – Present)
I love Jesus, His Word, and His Church. I do not love pickles.
Client Operations Assistant at ClearVista Financial
(Feb 2025 – Present)
Operations Manager | Building Systems That Help Clients Spend Life Well
As Operations Manager, I oversee the internal systems, workflows, and administrative functions that support a consistent, high-quality client experience. I serve as the central point of coordination across advisors, client operations, and marketing to ensure smooth execution a...
Marketing and Communications Manager at ClearVista Financial
Marketing and Communications Manager at ClearVista Financial
(Feb 2025 – Present)
What is Mark Trice email address?
Email Mark Trice at [email protected], [email protected] and [email protected]. This email is the most updated Mark Trice's email found in 2026.
What is Mark Trice phone number?
Mark Trice phone number is +1.5125654779 and 512-381-1510.
How to contact Mark Trice?
To contact Mark Trice send an email to [email protected], [email protected] or [email protected]. If you want to call Mark Trice try calling on +1.5125654779 and 512-381-1510.
What company does Mark Trice work for?
Mark Trice works for ClearVista Financial.
What is Mark Trice's role at ClearVista Financial?
Mark Trice is Comprehensive Retirement Planner | Financial Planning Strategist | President
What industry does Mark Trice work in?
Mark Trice works in the Financial Services industry.
