Mark Kenney, CFP®, CTS™
Mark Kenney is an Investment Adviser Representative with SHP Financial. He is Series 7 & 66 securities licensed as well as Massachusetts Life and Accident & Health licensed. He has also obtained the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, and was awarded the only nationally recognized tax designation, CTS™ (Certified Tax Specialist™) by The Institute of Business & Finance.
Latest articles by Mark Kenney, CFP®, CTS™
Gen X Should Prepare Now for the Great Wealth Transfer
As the Baby Boomer generation ages, it’s more important than ever that Gen Xers talk to their family and understand how their wealth situation could change.