Mark Chmielewski CIMA®
Managing Director
Mark has worked in the Financial Planning industry for over 25 years. He attended the nationally renowned Wharton School of Business at the University of Pennsylvania and received the prestigious Certified Investment Management Analyst, CIMA® designation. He is on the Investment Oversight Committee for the City of St. Petersburg and also the President's Associates Board at Eckerd College. Read full bio here.
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"Our job is to help our clients avoid big losses and protect profits. The problem is that most people lack a coordinated financial plan and are taking more risk than they need to. Part of our ongoing planning process, known as Honest Conversations™, is identifying your long term goals and providing unique solutions that manages your risk accordingly.
You can’t build a house without a well-thought-out blueprint. It is the same with your finances, which is where the Honest Conversations™ exercise comes in. I invite you to explore our website, get educated, and contact one of our experienced financial advisors to start planning your financial life today."
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