Mark 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.
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.