UPLAND, CA – AUGUST 1, 2019 – MARK MCMAHON, FINANCIAL ADVISOR AND MANAGING PARTNER, DAVID BRAUN FINANCIAL has earned the Chartered Financial Consultant ® ChFC ® professional designation from The American College of Financial Services.
Candidates for the ChFC ® designation must complete a minimum of eight college-level courses and 18 hours of supervised examinations. They must also fulfill stringent experience and ethics requirements and participate in continuing education to maintain professional recertification. Since its inception in 1982, the credential has been widely regarded as a premier standard of knowledge and trust for financial planning professionals.
The ChFC ® program prepares professionals to apply advanced skills to address the financial planning needs of individuals, families and small-business owners in a diverse environment. They can help clients identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. Those who earn a ChFC ® can provide knowledgeable advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement planning with a focus on the practical application of concepts learned.
Mark is a Managing Partner and financial advisor with David Braun Financial & Insurance Services and also President/CEO of Resility Financial a state-registered investment advisory firm. Mark’s practice focuses on developing sustainable and secure retirement income strategies for his clients. Client relationships emphasize true financial planning addressing: investment management, risk management, insurance and annuities, social security, long term care and Medicare. As a former Army officer, Mark particularly enjoys advising veterans and military retirees. He earned his MBA from the University of Southern California and his BA from Claremont McKenna College. In addition, he holds the Chartered Financial Consultant ® and Retirement Income Certified Professional ® designations from The American College in Bryn Mawr, Pennsylvania.
He maintains a Series 65 license and is licensed by the State of California to sell insurance (0K28194).
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About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner™ (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu
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