Mark Kenney CFP, CTS
225 Water St. Suite C210
Plymouth
MA
2360
Professions
Financial Advisor
About Me
Workshops Offered
Asset Allocation & Modern Portfolio Theory Exploring Your Options for a Quality Retirement Getting Your Financial House in Order Social Security Explained Is a Roth IRA Right for You? Investing Basics for Women Investment Concerns in a Fragile Market Preparing for long Term Care Strategies for a Sustainable Income in Retirement Tax Planning Understanding 401k Rollovers Women Approaching Retirement and Beyond Life Insurance and You
Mark is registered as an Investment Advisor Representative and joined the SHP Financial team in March 2017 after having spent the previous six years with a large national brokerage firm.
Mark is Series 7 & 66 Securities Licensed as well as Massachusetts Life and Accident & Health licensed. Mark has also obtained both the Certified Tax Specialist and the Certified Financial Planner, or CFP®, certifications.