Mark Molina 

CONNECT

Address:

Foutaingrove Office:
3558 Round Barn Blvd
Suite 203
Santa Rosa, CA 95403

Petaluma Marina Office:
755 Baywood Dr.  
2nd Floor 
Petaluma, CA  94954

Phone:

(707)774-7198

Risk Management

This is a very important component to gaining confidence when it comes to investing.  Particularly in these current times of uncertainty and volatility in the marketplace.  How much risk are you willing to accept in the marketplace with your investments?  Most advisors will try and decide if you are an Aggressive, Growth, Growth & Income, or conservative investor.  But what does that really mean?  How do you quantify that? 

With the tools at my disposal, I will be able to assess your risk tolerance and quantify that level of risk with a “real number.”  I can then take your portfolio to compare it with your risk number to make sure that it meets your needs.  If not, then we can adjust the portfolio to match your personal level of risk.  This is a way to help you know that you are invested in the appropriate type of investments for you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck