Mark G. Srofe, CFP® has over 24 years in Financial Planning; Mark is a veteran of the Financial Services Industry. Mark studied Economics at the University of Cincinnati and has a B.A degree. He continued his education through the College of Financial Planning in Denver and earned his Certified Financial Planning (CFP®) designation in 1993. Mark also went on to earn designations as a Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary (AIF).

Mark has been affiliated with THE RETIREMENT SOURCE® for many years.

Family & Hobbies:

Mark and his son Cole live in Northern Kentucky. Together they are active in youth sports, hockey and hiking. Mark is an active member in Boy Scouts of America and is a volunteer at his Church in their Sunday school program.

Credentials:

• Certified Financial Planner® Practitioner (CFP®) 1993
• Chartered Retirement Plan Specialist (CRPC)
• Accredited Investment Fiduciary (AIF®)

Memberships:

• Boy Scouts of America

Broker Check:

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