Mark Porter | Financial Advisor - Nerdwallet
Mark Porter

Mark Porter

CFA, CFP®
  • About Mark
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at Northeast Planning Associates
Address
633 Chapman St
Canton MA, 02021
144 South Main St
Cadiz OH, 43907
Phone
(774) 567-2517
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About Mark

A CERTIFIED FINANCIAL PLANNER™ Professional with a focus on Financial Education

As a financial planner, Mark is dedicated to serving the investment and financial needs of his clients by offering an unbiased financial planning approach using a wide variety of products and services. His goal is to build long-lasting relationships formed around trust and honest communication.

Mark helps clients work toward their financial objectives by becoming their personal Chief Financial Officer and presenting clients with options and strategies toward helping accomplish what is important to them.

As an associa...

Education

  • BS, Finance, Massachusetts Institute of Technology

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Engineers/scientists
Young couples
Young professionals

Fee Structure

Commission and Fee
May be paid either on a fee-based basis (e.g. fixed, flat, hourly, percentage, etc) or via commission.

Disclaimer

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a Registered Investment Adviser. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member FINRA/SIPC. NPA and LPL Financial are not affiliat...