Mark Terwilliger CHFC®, CPFA®, NQPA™
Mark has over 25 years of experience in the Financial Services industry. He holds the following Designations and FINRA licenses: CHFC® (Chartered Financial Consultant), CPFA®, (Certified Plan Fiduciary Advisor®) and NQPA™ (Non-Qualified Plan Advisor™), Series 7– General Securities Representative, Series 63 – Uniform Securities Agent State Law Examination and Series 65 – Uniform Investment Adviser State Law Examination. Mark also holds a Life & Health Insurance and Variable Annuities license.
Mark is a Wealth Manager for Northbridge Financial Group in Tampa, Florida. He specializes in helping clients in understanding, implementing, and management of their financial goals through comprehensive financial planning, retirement planning, retirement income planning, education planning, legacy planning, estate planning, tax planning, investment management, risk mitigation and asset preservation. He will take the lead in working with any outside financial professionals you currently work with, such as attorneys or accountants, to help create a tailored plan designed around your financial planning goals.
Mark has one daughter, Jayleen.