About Us

Our Mission

At Reisbord and Associates, we maintain the highest standards of integrity and professionalism in our relationships—be they clients, colleagues, peers—all non-negotiable. We listen, question, and strive to understand our clients’ financial situations and tailor a strategy to reach individual goals. This approach bears fruit, both in longevity of our relationships and the satisfaction of a job well done.  We have earned a reputation for honesty and fair dealing; these are of the utmost importance. The end game is financial stability, security and independence. Education and awareness are integral to improving an individual’s financial wellness.

One always talks about the journey…there is a destination after all.

Our Firm

Reisbord and Associates is a Houston, Texas branch office of Centaurus Financial, Inc., a national independent broker/dealer consisting of over 700 professionals licensed to offer securities, investment advisory services and insurance products in all fifty states. Centaurus is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus Financial is also registered as broker/dealer and a Registered Investment Adviser with the Securities and Exchange Commission (SEC).

Our Commitment

We endeavor to improve and protect the financial quality of our clients’ lives. While the specifics are often different for each, the steps in the process are often similar.

Our promise to you:

Competence – Dedication to learning and staying abreast of changes in the financial world, while continually assessing changes in our clients’ lives.

Integrity – We strive to make certain that our words and deeds are congruous and our values genuine.

Vision – Ever mindful of our clients; our promise is to serve, to grow, and open to new ideas.

Solid Relationships – Be they CPAs, estate tax attorneys, or other professionals.  This is a journey requiring fundamental approaches and eyes wide-open using all necessary tools to arrive at the desired destination.

We treat others as we would like to be treated—our mantra.

Our Team

Our staff consists of experienced professionals with a hands-on approach to financial guidance, leveraging relationships with CPAs and attorneys to develop top-to-bottom methods of problem solving. Our commitment to knowledge and responsibility goes hand in hand with our commitment to our clients. We seek long-term relationships and we treat others as we would like to be treated. As your Financial Professionals, we will do everything in our power to keep you focused on your financial goals. We will be with you every step of the way, offering guidance while accomplishing short-, medium- and long-term objectives.

Mark Reisbord

Mark is a Chartered Life Underwriter (CLU) and Investment Advisor Representative. He is owner and principal of Reisbord and Associates Financial Group, LLC. Mark has been in the financial services industry for over 30 years and holds a number of securities and insurance licenses. He is a graduate of Santa Barbara College, and currently divides his time between his family, his work and his community. Mark serves on several civic committees and is involved with Kingsland Baptist Church. He has spent his career helping people plan for retirement, especially through asset accumulation and distribution. Through experiment and education, Mark has gained a vast knowledge in business and estate tax issues enabling him to create solutions with a dynamic effect.

Mark Reisbord may be contacted at mreisbord@cfiemail.com.

Jessica Perez

Administrative Assistant

Jessica Perez may be contacted at jperez@cfiemail.com.