ChFC, CRPC, AAMS kkk
Principal, Blue Chip Financial Planning, LLC
Mark has been active in financial markets since 1982, extensively studying all aspects of investing, trading and portfolio management.
In 1992 he quit his 9 to 5 job and started working from his home
as a technical analyst and stock index options trader making his
living solely on trading profits and on long term investments.
In July of 1996 he opened Blue Chip Financial Planning.
In May of 2000 Mark successfully completed the College for Financial Planning CFP Professional Education Program. This program extensively covers the following subjects: Financial Planning and Insurance, Investment Planning, Income Tax
Planning, Retirement Planning and Employee Benefits, and Estate Planning.
CERTIFIED FINANCIAL PLANNERä
Practitioner - CFP®
Charted Financial Consultant –
Charted Retirement Planning
Counselor - CRPC
Accredited asset manager
Licenses: Series 65 (Registered Investment Advisor)
Investment Advisor in the States of Wisconsin and Illinois.
You Should Choose a CFP®