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Mark K
CFP®, Series 63, Series 65
Charlotte, NC
Turning Point Financial, Inc.
Mark Kenison is the president and owner of Turning Point Financial, Inc. in Charlotte, NC, with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, Kenison operates a tax preparation business, Momentum Tax & Accounting, and is a licensed life and health insurance agent. Turning Point Financial provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, and corporate entities. The firm employs an asset-allocation approach based on efficient-market principles and risk management, utilizing mutual funds, ETFs, and individual securities to construct customized portfolios.
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