The Partners

 

The Partners of Cline Financial Group bring over a half-century of business experience, consulting and financial guidance to their clientele.

  

Ted A. Cline, also an independent consultant & personally licensed to offer insurance in the states of FL, TX, & CO believes personal financial solutions are as unique and diversified as the clients he counsels.   His professional experience spans four decades of consulting, implementing systems and growing business operations to unprecedented heights. 

Ted’s early career, and for a subsequent twenty-five years, included designing, developing and managing information systems.   These systems supported all standard functions of business operations including payables, receivables, production, personnel, payroll and general ledger.  

In the early 1990’s, having reached a career high with an 80% growth rate of record production capacity and profitability for a multi-location company, Ted converted his operational experience into a successful consulting career.   Starting as a Senior Manager with Andersen Consulting and later opening his own firm, Ted often interjected personal experiences to bring a better understanding to his clients of the options available to them, and the attainability of their goals.  A practice he continues, still, today.

A seasoned business professional, Ted now brings his knowledge and training in the financial arena to the clients of Cline Financial Group.  Partnered with his son Mark, he continues to advise and consult with the very same enthusiasm, insight and steadfast determination he began his career with over 40 years years of experience.

Mark A. Cline, CSFP a Chartered Senior Financial Planner has been an independent advisor for a decade now and has acquired certification and licensing in life and long term disability insurance, variable annuities, mortgages, as well as, Securites Licensed Series 7,6,63, and Series 26. Having this background qualifies him to be an OSJ managing the Florida branch office.

 
Realizing that most people require a gentle push into planning for the future, Mark works with one individual or couple at a time.  As he listens to their accomplishments and challenges, Mark is able to make the necessary recommendations to meet their immediate and future needs.   He has been honored with some of the highest achievements provided by national financial services company.  This includes the Winners Circle Diamond Ring. He also served on the Leadership Advisory Council for a national financial services company Capital Choice and currently advising United Equity Group as a member of the elite Presidents Council.
In this rapidly changing economy, Mark participates in financial training, both as a teacher and student on a regular basis.  It is through this commitment to education and financial knowledge, as well as, his team of independent advisors, that Mark brings a wide array of financial products, tools and opportunities to the individuals and families he serves.
 
As a Charter Member & Treasurer of the U.S.SuperYacht Assoc.  Mark was heavily involved in its formation.  This association was formed for U.S. businesses to market directly to the Superyacht industry. Just after one year of existence, as a not for profit organization, it boasts over 100 members strong from small business owners to some well know U.S. ship builders.
 
With Mark’s career as a Yacht Captain and a Financial Advisor he is looking forward to taking his leadership experience to the next level and expanding United Equity Group not only to the East Coast but throughout the Caribbean and Europe.

Mark personally is licensed to offer insurances in the states of FL, CA, GA, TX, WA & investments in the state of FL, CA, TX, NC, WA.  Many of his other associates are personally licensed in other states.  So contact us to find an associate in your area that can help you with your financial needs.