200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Mark Stevens

Mark Stevens

Partner

Mark Stevens is a seasoned financial services practitioner with 25 years of industry experience. He focuses on helping clients live their ideal lifestyle by organizing their money and preparing for critical wealth events.

To learn more about Mark, click here 

Practice Focus

  • Organizing Clients Money with Stage I, II, & III Financial Event Planning ( on a fee basis)
  • Retirement Income & Distribution Planning
  • Estate Planning & Tax Strategies
  • College Funding Strategies
  • Insurance Planning & Analysis
  • Comprehensive Financial Consulting
  • Independent Investment Advice & Implementation

Certification / Education

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Consultant
  • BBA – Major in Finance, Georgia State University

Affiliations

  • Integrated Financial Group: A consortium of nearly 50 independent advisors
  • WealthCare Network
  • The Society for Financial Awareness (SOFA)
  • Joined FPA in 1996
  • Income for Life Model Advisor

Media Resource

  • Chapter Director for SOFA – non-profit 501c3 organization dedicated as a speakers bureau for Fortune 500 companies and other organizations nationwide; conducts educational workshops on Financial Awareness on a complimentary basis
  • Featured Speaker – CPA continuing education programs

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, NC, PA, SC, TN, VA.
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