Mark McCurry, CFP®
Certified Financial Planner
Mark is a Certified Financial Planner (CFP®) with more than 40 years of experience assisting clients in constructing and executing financial, retirement, and estate plans. He works with the firm’s clients to ensure that recommendations have been incorporated in their financial aspirations, time frames and risk tolerances.
Mark began his career with Prudential in 1976, and started his own investment firm in 1983. He earned the CFP designation at the College for Financial Planning in 1989. In 2012, Mark began referring clients to Geneva Partners, and officially joined their team in 2016. Helping people reach their financial goals – whether they are planning for retirement, saving for their children’s college tuition or protecting the financial future of their loved ones – is what Mark finds most rewarding about his job.