Our Team

Mark Herding, CFP®, CMFC®, LUTCF, RICP

Mark offers over 20 years of financial industry experience, providing comprehensive retirement income planning. He is dedicated to helping his clients fulfill their financial goals and works closely to determine their personal needs in order to develop customized strategies. Mark values independence and deeply respects hard work.

Mark HerdingMark is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Mutual Fund CounselorSM, and Life Underwriter Training Council Fellow. He graduated with a bachelors degree in Finance from Arizona State University and an MBA from Grand Canyon University. Mark currently holds FINRA Series 7,24,63, and 65 licenses. He enjoys coaching youth sports, is a member of the ASU Alumni Association and the Brophy Dad's Club, and is involved with the Boy Scouts.

 

Jennifer Goralski

Financial Advisor

Jennifer has over 20 years of experience in the financial services industry, with an in-depth knowledge of banking and commercial real estate. Her practice focuses on real estate developers, business owners/retirees and women investors.

Jennifer is a Chicago native and moved West in 2001. She holds a Bachelor of Arts degree in Employment Relations from Michigan State University and a Master of Juris Prudence from Loyola University Chicago School of Law. She holds FINRA Series 7 and 66 licenses and is licensed in AZ, CA and NV. Outside interests include Chicago Cubs baseball, the occasional wine tasting and connecting people professionally.

Email: jgoralski@camelbackwealthconsultants.com

 

Leah Battino

Office Manager

Leah joined the Camelback Wealth Consultants team in 2018. She is a New York native who made the move to Phoenix/Scottsdale in 2018. With her, she brings over 10 years of office experience. She is focused on maintaining a high level of customer service as well as implementing technology and systems into the office.

Leah holds a Bachelors of Science with a major in Business Management and a minor in Psychology of Management and Organizations from the CUNY School of Professional Studies. She is also licensed to sell life insurance in the state of Arizona. Outside interests include bodybuilding, cooking, and spending time with her son, Jayden.

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Our Office

Camelback Wealth Consultants, LLC

2198 E. Camelback Road, Suite 315
Phoenix, AZ 85016
Ph: 602.296.7222
602.296.7135
mherding@camelbackwealthconsultants.com



Camelback Wealth Consultants has been awarded "Best Financial Planning & Asset Management Firm – South West USA" in the 2018 Wealth & Money Management Awards!


News

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in Oct. to 125.9 from a Sept. reading of 126.3 as worries over business conditions & employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its 3rd quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the 3 main indexes to record highs, as hopes of a U.S.-China trade deal & an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

October 2019 Market Update

In this month’s recap: The Fed cuts interest rates, the price of oil spikes, & trade negotiations between the U.S. & China are rescheduled.

THE MONTH IN BRIEF

September brought an economic event that was widely expected: a 1/4 point cut in short-term interest rates by the Federal Reserve. It also brought an attack on two of the world’s largest oil fields that threatened to dent global crude output. A resumption of U.S.-China trade talks was scheduled for Oct., and White House officials decided to delay some planned tariff increases.

September 2019 Economic Update

Presented by Mark Herding, CFP®, Sept. 2019

In this month’s recap: stocks descend as traders respond to the devaluation of the Chinese yuan as well as new developments in the ongoing U.S.-China trade talks; the price of gold rises, & bond yields fall.

THE MONTH IN BRIEF

The stock market had a tumultuous August, reacting to sudden devaluation of the Chinese yuan & escalation of the trade dispute between the U.S. & China. Ultimately, investors seemed more interested in risk aversion: the S&P 500 lost 1.81% for the month.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.

Financial and Economic Brief - July 3, 2019

• Stocks Steady amid Threatened Tariffs - Stocks were steady today after the U.S. threatened a new wave of tariffs on European goods, dulling recent optimism surrounding the U.S.-China trade truce.

• GE in Decline - GE's (GE) stock decline, down by nearly 2/3 since the end of 2016, has knocked the company down to the 59th most valuable in the S&P 500.

• OPEC, Allies Extend Supply Cut - OPEC and its allies agreed to extend oil output cuts until 3/20, seeking to prop up the price of crude as the global economy weakens & U.S. production soars.

Financial and Economic Brief - June 4, 2019

• U.S. Stock Market Futures Fall - U.S. stock index futures fell Monday, after the China and U.S. trade relationship “intensified” over the weekend.

• U.S. Inflation Ticks Up - U.S. consumer prices increased in April, which could support the Fed’s contention that recent low inflation readings were temporary and allow the Fed to keep interest rates unchanged for a while.

• Factory Activity Slows - An escalating trade war between the U.S. and China raised fears of a global economic downturn and put pressure on policymakers to roll out more stimulus.