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Wayzata, MN, September 6, 2016 (Newswire.com) - Mark Gottlieb, Investment Management Analyst® and Investment Consultant with Raymond James Financial, has joined The Expert Network. A graduate of the Wharton School, Mr. Gottlieb has over twenty-five years of experience in wealth management. He currently works with the Raymond James branch in Wayzata, Minnesota where he helps guide clients in the Minneapolis area through their important financial decisions to help them craft personalized strategies designed to achieve their financial goals.

For Mr. Gottlieb, his progression into the financial industry was a natural one. As he tells it, he decided to enter the field after earning his Bachelor's degree in finance and accounting and then working in a family-owned business for many years:

"The trend in asset allocation is that it is becoming more sophisticated, and they are creating tools that are more sophisticated. I have been working hard to comply with regulatory requirements of which a lot have been coming through the system and more are pending."

Mark Gottlieb, CIMA®, Investment Management Analyst® and Investment Consultant, Raymond James Financial

"I have a background in accounting and finance and I was in a prior business. After I sold that business I was looking to find my specialized area of expertise and that’s when I got into wealth management."

Since beginning his career in wealth management, Mr. Gottlieb has dedicated himself to the success of his clients through quality planning and thoughtful advice. Along with his associates at Raymond James, he seeks to assist clients in mapping action plans designed so they may reach their financial goals, focusing on each client’s complete financial picture, from planning for retirement to passing assets on to heirs. Mark and his fellow financial advisors at the branch offer a wide range of services including, asset management and allocation, estate planning, stocks and bonds, retirement planning, and even avoiding identity theft.

With a stated goal of keeping his clients on track to achieve their financial goals, Mr. Gottlieb recognizes the importance of well-informed investors. He and his associates make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. To that end, he offers clients a quarterly newsletter designed to help them understand and address various retirement and financial planning issues.

Looking to stay ahead of the curve, Mr. Gottlieb keeps a close eye on prevailing trends in the financial services industry. In particular, he is paying attention to trends in asset allocation as regulations in the industry have become more stringent. He notes:

"The trend in asset allocation is that it is becoming more sophisticated, and they are creating tools that are more sophisticated. I have been working hard to comply with regulatory requirements of which a lot have been coming through the system and more are pending."

After more than a quarter century dedicated to wealth management, Mr. Gottlieb shows no signs of slowing down. Looking ahead, he aims to continue helping his many clients keep their financial plans current in order to make sure they remain on track to achieve their financial goals.

For more information, visit Mr. Gottlieb's profile on the Expert Network here: http://expertnetwork.co/members/mark-gottlieb,-cima%C2%AE/28ce8d6f385a9333

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The Expert Network has written this news release with approval and/or contributions from Mark Gottlieb. The Expert Network is an invitation-only reputation management service that is dedicated to helping professionals stand out, network, and gain a competitive edge. The Expert Network selects a limited number of professionals based on their individual recognitions and history of personal excellence.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. Opinions expressed are those of Mark Gottlieb and are not necessarily those of Raymond James. Investing involves risk, investors may incur a profit or loss regardless of the strategies employed. Asset allocation does not ensure a profit or guarantee against loss. Mark Gottlieb is a Financial Advisor with and offers securities through Raymond James Financial Services Inc. Member FINRA/SIPC. He is located at 1905 E Wayzata Blvd. St. 155. Wayzata MN 55391 and can be contact at 952-767-1700.

Source: The Expert Network