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Mark P

CFP®, Series 65

Vero Beach, FL

Pettinga Financial Advisors, LLC

Mark Pettinga is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. He has been with Pettinga Financial Advisors, LLC since 2011, where he serves as part of a seven-advisor team. Pettinga Financial Advisors, LLC is an SEC-registered firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management and financial planning services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.

Private / alternative investments Real estate investing Tax-loss harvesting Founder/Business Owner Retired
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