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Mark Johannessen, CFP®, AIF®

Mark Johannessen, CFP®, AIF®

Managing Director

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location of Mark Johannessen, CFP®, AIF®McLean, Virginia, United States

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  • Timeline

  • About me

    Partner | Private Wealth Manager at Creative Planning, LLC

  • Education

    • University of Utah

      1981 - 1985
      Bachelor of Science (B.S.) Economics and Political Science

      Activities and Societies: Sigma Alpha Epsilon

    • West Deptford High School

      1977 - 1981

  • Experience

    • Sullivan, Bruyette, Speros & Blayney, Inc.

      Apr 1989 - Mar 2016
      Managing Director

    • SBSB Financial Advisors

      Apr 2016 - now
      Principal, Sr. Client Advisor

    • Creative Planning

      Apr 2021 - now
      Partner | Private Wealth Manager at Creative Planning

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER® certification

      CFP Board
      Oct 1991

    • Accredited Investment Fiduciary

      Fi360
      Feb 2016
      View certificate certificate

  • Honors & Awards

    • Awarded to Mark Johannessen, CFP®, AIF®
      Heart of Financial Planning Award Financial Planning Association Sep 2024 This award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.
    • Awarded to Mark Johannessen, CFP®, AIF®
      Paul G. Zurkowski Founders Award Catholic Business Network - Montgomery County Dec 2020
    • Awarded to Mark Johannessen, CFP®, AIF®
      Norma Severns Leadership Award Financial Planning Association National Capital Chapter Jun 2010
    • Awarded to Mark Johannessen, CFP®, AIF®
      Financial Planner of the Year Financial Planning Association National Capital Chapter Jun 2005

  • Volunteer Experience

    • Finance Committee

      Issued by Gonzaga College High School on Jul 2024
      Gonzaga College High SchoolAssociated with Mark Johannessen, CFP®, AIF®

    • Center for Financial Planning Advisory Committee

      Issued by CFP Board on Jan 2023
      CFP BoardAssociated with Mark Johannessen, CFP®, AIF®

    • Center for Financial Planning Development Committee

      Issued by CFP Board on Apr 2017
      CFP BoardAssociated with Mark Johannessen, CFP®, AIF®

    • Board of Directors

      Issued by Safe Shores - The DC Children's Advocacy Center on Oct 2009
      Safe Shores - The DC Children's Advocacy CenterAssociated with Mark Johannessen, CFP®, AIF®

    • Fathers Club President 2014-15

      Issued by Gonzaga College High School on Sept 2011
      Gonzaga College High SchoolAssociated with Mark Johannessen, CFP®, AIF®

    • Chairman

      Issued by Financial Planning Association (FPA) on Jan 2009
      Financial Planning Association (FPA)Associated with Mark Johannessen, CFP®, AIF®

    • President

      Issued by Financial Planning Association (FPA) on Jan 2008
      Financial Planning Association (FPA)Associated with Mark Johannessen, CFP®, AIF®

    • Executive Board Member

      Issued by Financial Planning Association (FPA) on Jan 2007
      Financial Planning Association (FPA)Associated with Mark Johannessen, CFP®, AIF®

    • Board Member

      Issued by Financial Planning Association (FPA) on Jan 2003
      Financial Planning Association (FPA)Associated with Mark Johannessen, CFP®, AIF®