Mark Herding

CFP · RICP · CEPA · CMFC

Phoenix, Arizona

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In-Person

Specialties

Retirement PlanningBusiness OwnersWealth ManagementLife InsuranceRetirement Income

About Me

Mark offers over 25 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 is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional, Chartered Mutual Fund Counselor℠, and Life Underwriter Training Council Fellow. He graduated with a bachelor's degree in Finance from Arizona State University and an MBA from Grand Canyon University.

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Interests & Hobbies

TravelingArizona State Sun Devil FootballHikingTrying different beersGolf

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Always free for clients.

Credentials

CFP, RICP, CEPA, CMFC

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

Mark Herding

About Me

Interests & Hobbies

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