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Mark P McCormack, CFP®, CLU®

Mark P McCormack, CFP®, CLU®

Senior Mutual Fund Accountant

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location of Mark P McCormack, CFP®, CLU®Worcester, Massachusetts, United States

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  • Timeline

  • About me

    Managing Partner, Financial Planner at Archstone Financial

  • Education

    • Middlebury College

      1994 - 1998
      BA Environmental Studies, Economics, Spanish

      Activities and Societies: Soccer, recreational skiing

    • St John's High School

      1990 - 1994

    • St Mary's School

      1982 - 1990

  • Experience

    • Investor's Bank and Trust

      Sept 2000 - Oct 2002
      Senior Mutual Fund Accountant

    • Ameriprise Financial Services, Inc.

      Oct 2002 - Apr 2015
      Financial Advisor

    • Archstone Financial

      May 2015 - now
      Managing Partner, Financial Planner

      Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Archstone Financial is not a subsidiary of nor controlled by Voya Financial Advisors.

  • Licenses & Certifications

    • CLU

      Nov 2012

    • CFP

      CFP Board
      Jan 2009