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CFP® Professionals

Financial Planning is at the core of our wealth management process and our CERTIFIED FINANCIAL PLANNER™ professionals Michael C. Kusick, CFP®Nicholas T. Christie, CFP® ,  Robert P.  Iannazzo, and Nick Giammattei, CFP® work closely with their Investmark colleagues to provide all of our clients with state of the art financial planning and advice.

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board.  The CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.  While Investmark has always prided itself on putting our clients’ interests first, the CFP® Board offers the public a more official, standardized recognition of that vital principle.  The CFP® Board requires extensive training, ongoing education, and strict adherence to their code of ethical and practice standards.

To find out more about the benefits of working with a CFP®, you can visit their website at







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Click here for a full pdf version of the "What is the Certified Financial Planner Certification" booklet.


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Click here to view a full pdf version of the most recent Ethical Duties of CFP Professionals brochure.


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Click here to view a full pdf version of the most recent CFP Board Code of Ethics and Standards of Conduct.