About Us
Mark. A Manges, Certified Financial Planner&trade
Mark is a CFP® (Certified Financial Planner™), Registered Securities Broker and licensed Insurance agent. Mark also holds a Series 7, 24, Life and Health Insurance license in multiple states. Mark attended Cleveland State University and completed his certification for Financial Planning in 1990.
Mark entered the financial services industry in 1982, and has built a clientele mainly of individuals and small business owners. In Mark's practice, emphasis is placed on intelligent decisions. Mark works closely with each individual to develop a personalized financial plan. Mark incorporates his knowledge and experience in helping clients more effectively work toward their financial goals.
A lifetime resident of the Cleveland area, Mark is actively involved in the community. Mark was born in Mayfield Heights, graduated from Bedford High, and went to Cleveland State University earning his CFP® designation in 1991. He has worked and managed investment programs for bank and savings institutions in the North Ohio area for several years. Mark conducts financial planning and retirement seminars on a regular basis at various venues in the Southwest Florida area.
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