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Mark Fantasia, Retirement Planning & Investment Center Financial AdvisorMark Fantasia serves as a Financial Advisor of the Retirement Planning & Investment Center for Workers Credit Union. Mark understands that family relationships are important in financial planning. He has been helping people with their financial planning needs for over 20 years.

Specialty

Mark has a unique ability to work with the multiple generations of a client’s family to build financial strategies that will support financial planning needs. Mark has successfully worked with his clients in developing retirement income and estate conservation financial strategies that can carry the client through their retirement years and assist in protecting their estate when it is time.

His philosophy for financial planning is an ongoing relationship with his clients, carefully constructing customizing plans designed to meet clients’ goals, conducting annual meetings to review portfolios and update personalized plans, providing appropriate asset allocation models customized to each client’s needs and risk tolerances, and consistently monitoring his client’s portfolios with money management teams on a quarterly basis.

Education & Experience:

Mark attended the University of Rhode Island where he majored in Finance and Marketing. He is a FINRA Registered Investment Advisor Representative through CUSO Financial Services, L.P., holding Securities licenses along with insurance licenses. He is also a Chartered Retirement Planning Counselor.

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Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.