Broker Check
Mark Trice

Mark Trice

Investment Advisor Representative

Mark founded ClearVista Financial over 10 years ago and has seen exponential growth at CVF with seven Central Texas locations, offering unparalleled financial services to clients who want to experience financial freedom, security and balance. He is passionate about clear, accessible, relationship-centered financial planning and has developed the Spend Life Well model, offering clients the tools and expertise to achieve their financial goals.

 

As a finance lecturer and former researcher at George Mason University, Mark discovered that proven economic principles, when applied to financial planning, could create financial targets that are achievable, sustainable and support the goal of a balanced life. The result was the Spend Life Well model and ClearVista Financial’s unique economics approach to financial planning.

Mark is a successful entrepreneur, business advisor and personal finance consultant. With more than 25 years of industry experience, Mark has served as an executive with a number of companies such as PricewaterhouseCoopers and DLA Piper. Additionally, he has founded several successful small businesses in the environmental and real estate industries. Mark earned his MBA in applied economics at The University of North Texas and his bachelor’s degree from Baylor University.

Mark is a strong believer in stewardship—the idea that we all have a responsibility to share our gifts and talents to sustain and improve our community. He and his family are active members at Harris Creek Baptist church and live in Central Texas.