Mark Reitz, CFP ®

Mark Reitz, CFP ®

Managing Member and Investment Advisor

Phone: 989-791-3693
Fax: 989-791-6113
E-mail:
 

Mark specializes in developing financial strategies to assist clients in reaching their goals. He has 12 years experience in the financial industry. 

 Mark J. Reitz, CFP®, an Investment Advisor Representative earned the Certified Financial Planner designation through the Certified Financial Planner Board of Standards, Inc. in 2010.  Individuals authorized to use this certification mark have met rigorous professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. 

 
Mark Reitz is a graduate of Ferris State University with a BSB in Finance/Corporate Accounting.  He and his wife Courtney are graduates of Nouvel Catholic Central and the proud parents of 2 daughters in the same school system.  When not working he enjoys the outdoors, golf and coaching his daughters sports. 
 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.