Mark Jenison, CFP®, ChFC®
In 1998, Mark and Jonathan founded Rockbridge Financial to assist individuals, families, and business owners through best in class investment management and wealth preservation services. Mark’s passion for assisting his clients achieve long-term financial peace of mind is evident in every meeting and serves as the cornerstone of his mission each and every day.
Mark enjoys helping his clients achieve a life well planned through his experience and expertise in providing retirement planning, asset management and seamless wealth transfer strategies to individuals and families.
Mark brings this same commitment and focus of providing financial clarity to business owners through wealth management, capital preservation, retirement planning, business planning, estate planning and risk management services.
Outside of the office Mark enjoys the outdoors and traveling while spending time with his two kids and his wife, Elke.
California Insurance License #: 0C61735
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.