Mark Kinsella, CFP®, MBA Family Financial Planning Services

About Mark Kinsella, CFP®, MBA

Community Service

I spent close to three years in Chicago serving in a number of communities – assisting individuals, groups and organizations address their needs.

On Staten Island, N.Y. I worked with teens through recreation and education programs.

From the end of 1977 to the beginning of 1981 I was employed in India, endeavoring to improve a health program. A second part of my work was focused on economic development.

Financial Industry Service

This began with an old Chicago Savings & Loan Association. Through employees like me, this organization offered a full range of financial services to its members. As time proceeded, I specialized in the area of investments. I worked in this field for 31 years. And during those years, the S&L was taken over by three different banks.

In 2018 I left the last of the banks, US Bank and ventured out to my own consulting business.

My niche is serving people in the religious, education, and social service professions. I have worked with them over the years and have found that we have a lot in common.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Christian Faith Based
  • Coronavirus Relief
  • Non-Profits
  • Public Service Employees

Ways Advisor Charges

  • Hourly

Fee Options

  • Hourly: $200+/hr

SEC Records

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