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Home > Business & Finance > Investment > Mark Fields, CFP
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Mark Fields, CFP
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This expert is currently unavailable for sessions. We apologize for any inconvenience caused.
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Expert in:
Investment
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Rating:
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Languages:
English
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Certified Financial Planner Professional with 29 years of experience helping "boomers" and "seniors" retire - safer and mistake free!
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Degrees
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CFP (Certified Financial Planner Professional)
CSA (Certified Senior Advisor)
RIA (Registered Investment Advisor)
CEP (Certified Estate Planner)
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My Expert Service
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CFP, CSA, RIA, CEP: I am a 29 year veteran - "FEE ONLY" based Financial Advisor, working directly in the trenches helping clients first hand. I will proactively address each of your questions and provide the focused, correct answers you need as quickly and efficiently as possible. Currently, I am the Advisor to over 700 "Boomer" and "Senior clients. My areas of focused expertise are: "Managed Investment Accounts," "Securities," "Tax-Deferred Annuities (both fixed adn variable)," "Life Insurance," "Life Settlements" and "Estate Planning." Making mistakes should not be an option, and an UNBIASED third party can often eliminate a very costly mistate... one that could last for years.
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Experience & Qualifications
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Graduate of the College of Financial Planning, Denver, CO. Currently Advisor to over 700 clients, including 250 actively managed clients prior to, nearing or actually in their retirement years. They rely on professional guidence in order to help them achieve a "SAFER" retirement. I have been in practice for 29 years, and for the past 5 years have taught on two college campuses, as well as at many area community centers and churches, teaching courses in "Advanced Financial Strategies" and "Retirement Security."
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Available Modes Of Communication
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email/chat
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Contact
Mark Fields, CFP
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