CLIENT-CENTERED, PLANNING FIRST
Get to Know Strategic Wealth Solutions
MEET YOUR GUIDE
Mark Gelbman,
CFP®, CLU®, CRPC®, AAMS® Founder | Financial Advisor
With over 23 years of experience in financial services, Mark is dedicated to empowering individuals and families to achieve financial clarity. His client-centered approach focuses on maintaining the highest standards of client care while building long-term relationships based on trust and transparency.
Mark strives to offer a high level of customer service, and he builds relationships with his clients to help them “find their blue chair” and pursue their ultimate goals in retirement.
Mark’s philosophy centers on helping clients set specific goals and implement incremental changes year over year to achieve the desired outcome. Mark and his clients don’t just hope for
results; they have tangible, concrete goals to check off along the way. As an independent financial advisor, he offers a diverse range of services, including retirement planning, investment management and risk assessment.
Mark holds several prestigious designations, including CERTIFIED FINANCIAL PLANNER® professional, Chartered Life Underwriter®, Chartered Retirement Planning Counselor℠ and Accredited Asset Management Specialist℠.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER® certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jean Gelbman, Director of Client Appreciation
Jean is here to make clients feel genuinely welcome at Strategic Wealth Solutions. Whether it’s a visit to the office or a community event, she takes the time to acknowledge everyone’s story, eager to celebrate the special moments and milestones that matter most to them. She joins her husband, Mark Gelbman, in his mission to help guide clients toward their “blue chair life” — that unique vision of retirement they’ve always dreamed of during their working years.
With a diverse background spanning health care and human resources, Jean brings invaluable experience to the financial services industry. She graduated from Knoxville High School and earned dual degrees: a Bachelor of Liberal Arts from Simpson College and an associate degree in nursing from Mercy College of Health Sciences. She previously served as a nurse at Iowa Ortho and worked in human resources with Nationwide Insurance.
Jean believes it’s never too late to start planning for retirement, emphasizing the importance of consistency and staying the course. She works to make every client feel valued, organized and recognized.
When she's not helping clients find their own blue chairs, Jean enjoys the great outdoors, exploring new travel destinations and spending quality time with friends and family. She is also an avid fan and follower of the British Royal Family and its inner workings and activities. Longtime residents of Clive, Iowa, Jean and Mark have been married for 23 years. Today, they work together to bring a warm, welcoming approach to professional financial services, helping clients pursue their personal goals and retirement aspirations.
