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.
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 site may only discuss and/or transact securities business with residents of the following states: CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MN, NH, NV, OH, PA, RI, TN, VA, WA.Go to main navigation