Professional
Ask Mark Funk about his success and the first words you'll hear, "Let me tell you about my team."
Surrounding you with talented people is a top priority for Mark. In working with Mark's team, you can have confidence in your financial future. You don't have to rely on an individual advisor, you have a team. Helping you build a financial plan. Rooted in your individual goals. Built specifically for you.
Unfortunately, there isn't a simple way to describe what Mark and his team do, because it's different for every client. In fact, they prefer to show you. They start with listening in trying to understand what you want, and providing honest and upfront feedback regarding the concerns you have. Finally, and most importantly, they partner with you to follow through on the plan - working diligently to earn the right to call you a client.
If you're in or nearing retirement, a business owner, physician or corporate executive, you can count on Mark and his team to partner with you to design the retirement you've earned.
With over 18 years of experience, Mark's team holds the professional designations of:
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
Awards and Recognition
Million Dollar Round Table Qualifying Member 2004, 2006-2010, 2014-2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT