Mark Brinser (CFP)
Mark Brinser focuses in the
following client markets or areas of practice:
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Medical Professionals
- Millennials
- Retirement Planning & Distribution Rules
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Medical Professionals
- Millennials
- Retirement Planning & Distribution Rules
Planning Specialties
Are you managing your finances in a way that allows you to live the best life possible with the money you have? By using various tools we can determine your perspectives on money, evaluate whether you are managing your money in a way that is improving your life and be sure you are prepared fo life's big transitions. We call this approach, Return on Life, and it ensures that all your financial decisions regarding areas like retirement, investments and taxes are helping you live the best life possible with the money you have.
Additional Information
Mark is a CFP® professional and a fee-only financial planner with Stewardship Advisors, LLC. He understands that for most people, there is a gap between where they are financially and where they want to be someday. Therefore, by developing long-term relationships with his clients, he can help develop a financial plan so they can make wise financial decisions and close that gap.
Mark graduated from Messiah College with a degree in accounting and a concentration in Finance. He is a Certified Financial Planner (CFP®) and a member of the The National Association of Personal Financial Advisors (NAPFA) and the Central Pennsylvania Financial Planning Association.
NAPFA Start Date
August 19, 2019
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