Mark T. Neely CFP®, ChFC®, CLU®, MBA
Mark works with the CĒDRUS clients focusing in the areas of Estate and Retirement Planning strategies. Mark received his BS in Business Administration from Biola University and his MBA from Colorado State University. Mark began his career in 1988; and in 1998 he achieved the distinction of becoming the youngest member to be inducted into the Equitable Advisors Hall of Fame. He was named Top 100 Branch Managers of the Year by On Wall Street magazine in 2007. He volunteers at Fellowship of Christian Athletes and Preston Ranch. Mark enjoys golf, fishing, and skiing with his wife Carolyn and three children Mark Jr., Madalyn and Andrea.
California Insurance License #: 0C03746
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.