Mark Shemtob, CFP®, FSA
Customized Retirement Planning Expertise
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Mark Shemtob Financial Planner LLC
Mark Shemtob, CFP®, FSA
Denville, NJ
Customized Retirement Planning Expertise
Areas of Focus
- Insurance
- Investing
- Retirement Planning
- Social Security
- Taxes
About Me
As a Certified Financial Planner I provide expert, unbiased, and customized consultation to retirees and those in the process of planning for retirement on all aspects of retirement planning. I sell no products nor charge a fee based on client assets. All compensation is based fully on an hourly fee. This allows for truly independent advice. I am also a Fellow of the Society of Actuaries with decades of experience in all aspects of retiree risk planning. I serve clients throughout the country.Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
146 Mackenzie Lane South Denville NJ 07834
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to contact me with questions or to schedule an introductory call. I look forward to speaking with you.Education
Teachers College, Columbia University M.A., Mathematics | University at Albany, SUNY, B.S., Mathematics, Business
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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