A Personal Note from Mark
I am a father of two who tries to practice what I preach. Being a CERTIFIED FINANCIAL PLANNER™ professional with Fiscal Financial Clubs of America (FFC) allows me to provide real, affordable financial advice and still look my sons in the eyes when I tuck them in at night. Most financial services firms, including most other “employee wellness” firms, use financial planning as a con. They provided fake or conflicted advice to sell commission-based insurance products or other services, but not FFC. I am proud to join FFC because they have the same values; honest and transparent advice and coaching for the client’s success.
My first love was investing and trading. I worked in operations, on a trading desk, with a large institutional asset management firm, and have held the Chartered Financial Analyst (CFA) designation for over 13 years, giving me an unusual insight and expertise in using investments as a tool to reach financial goals.
My passion over the last 2-3 years has been to help families save and pay for college. I have made myself an expert, having education-related articles and writings published in major publications, such as NASDAQ and the Christian Science Monitor.
I believe that we all have different definitions of success. Being a father has substantially advanced my evolution as a financial planner and coach. Helping my sons find their passions and develop the habits to achieve their definition of success has helped me to not only grow as a person but also as a financial planner. My sons credit much of their success to a simple mantra: “Habits and time can be a powerful ally or a formidable adversary”
Hard work is only part of the equation for me, I am a firm believer that long-term success comes from: “focusing on what you can control and not getting too high on the wins or too low on the losses”. The season never really ends; you have to get in the habit of getting up each day ready to play.