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MARK PORTER, CFP®, CFA®
As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering an objective financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication.
Mark helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies to help work towards what is important to them.
Mark has experience in Retirement Planning, Wealth Management, Stock Options, Advanced Estate Planning, Tax Management, Education Planning, and Qualified Plans. Mark holds the Financial Industry Regulatory Authority (FINRA) Series 7 registration through LPL Financial and Series 66 registration through LPL Financial.
As a CFP® and CFA®, Mark holds two well-known designations in the world of financial planning and asset management. With rigorous and extensive annual education requirements, Mark is dedicated to being an ongoing student of the Financial Planning industry. He received a BA from the Massachusetts Institute of Technology -Sloan School of Management.
Mark was elected to and serves on the Select Board in the town of Canton. He is also an Eagle Scout and former Scoutmaster in his Boy Scout Troop.
Mark has climbed all 48 of the 4,000-foot mountains in New Hampshire, including in the winter. He has climbed several 14,000' peaks in Colorado, Rainier in Washington, Denali in Alaska and [most of] Aconcagua in Argentina. Mark resides in Canton, Massachusetts with his wife and daughter, born in the summer of 2020.
You can contact Mark by calling (781) 562-1800 or emailing email@example.com
Christopher Mara, ChFC, CLU
Chris is an Independent Wealth Planner who works with MITFCU members as well as other individuals, families, and businesses to provide investment and financial consulting services. Chris has 30 years of planning experience and develops a personal comprehensive strategy for each of his client’s specific situation.
Chris’ training combines academic study with extensive practical experience. Chris is a graduate of Boston College and holds Chartered Life Underwriter and Chartered Financial Consultant designations. He also holds the following securities registrations with LPL Financial: Series 7, Series 6, Series 63, Series 65, and Series 24.
Active in his community, Chris is involved with his local Church and is a volunteer for many of his young children’s activities including sports and scouts. Chris resides in North Reading, MA and enjoys spending time with his family, playing piano, traveling, skiing, and reading.
You can contact Chris by calling (508) 737-7947 or emailing firstname.lastname@example.org
MIT Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
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Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using MITFCU Investment and Retirement Planning. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:
|Not Insured by NCUA or Other Government Agency||Not Credit Union Guaranteed|
|Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Go to main navigation