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Certified Financial Planner · ChChartered Financial Consultant · Certified Employee Benefit Specialist
Virtual
In-Person
Specialties
Mark is a Veteran in the industry with over 32 years of experience, I am very intersted in Values -Based investment planning and comprehensive financial Planning
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Always free for clients.
Certified Financial Planner, ChChartered Financial Consultant, Certified Employee Benefit Specialist
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. We do not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction