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 www.cfp.net.