Knoxville, TN
Mark Mooring
Principal Wealth Advisor
Mark is a dedicated wealth advisor with over six years of experience serving as a fiduciary. He specializes in guiding veterans, surviving spouses, and litigation-conscious clients through complex financial landscapes. Mark's approach is rooted in empathy and clarity, helping clients navigate emotionally charged transitions with confidence. Before entering the financial services industry, Mark served as a naval aviator, earning his Wings of Gold in 2010 and accumulating over 1,100 flight hours and 100 arrested landings. He holds a B.S. in International Relations from the United States Naval Academy. Mark earned his CERTIFIED FINANCIAL PLANNE...
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Experience
Northstar Financial Management
6 years
Qualifications
US Naval Academy
Political Science, BS
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Certified Investment Management Analyst®
CIMA®
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Estate planning
Risk management
Cryptocurrency
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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