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Upcoming Webinar: Empowering Women Investors. April 30 @ Noon EDT

Meet Mark Wayton, CFP®, CRCP®

 

(800) 345-4783

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About Mark

One of Mark’s objectives as a financial adviser is to empower people with knowledge to better help them reach their financial goals. He gets satisfaction from assisting families and individuals to successfully implement as well as understand the wealth management services he provides, such as retirement and tax planning and investment portfolio recommendations.

His wealth of knowledge comes from a robust financial background. Previously, he served as the manager of Advance Capital’s Compliance Department. During that time, he became a Certified Regulatory and Compliance Professional through the FINRA Institute at Wharton.

Since then, he has earned certification as a CERTIFIED FINANCIAL PLANNER™.

Mark holds a BBA in Finance from Eastern Michigan University as well as an MBA in Management from the University of Toledo. He is also a member of the Financial Planning Association.

Connect with Mark on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • CRCP® designation (Certified Regulatory and Compliance Professional)
  • BBA in Finance from Eastern Michigan University & MBA in Management from the University of Toledo

ADVISER Q+A

Were there any particular learning experiences that prepared you for this role?

Describe the importance of client education in your process.

What do you think is important about giving back to your community – both at the firm and for you personally?

What does it take to be successful in your role?

FUN FACT!

Another credential Mark has is a second-degree black belt in karate. That means he can protect more than just a client’s portfolio!