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  2. Mark Swartz

Mark Swartz

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Mark Swartz, JD, CLU®, ChFC®, CFP®, AIF®, CPFA
President & CEO
Phone: 
(703) 205-0400
E-mail: 
mswartz@ascendplanning.com

With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years.  In addition to the needs that successful individuals have, e.g., investment management, retirement and estate planning strategies, business owners have numerous other financial concerns including business succession planning and attracting and retaining a management team that can enhance and sustain the business.  Allow me and our team of professionals to bring our knowledge and customized strategies to help enable you to achieve your financial objectives, whether they are individual, family or business concerns.

I have had the pleasure of working for many professionals and companies from their early stages until their sale or retirement.  In many cases, these relationships have lasted over 30 years and I continue to serve both them and their families during their retirement.  It would be my pleasure to bring our team’s many experiences and innovative financial strategies to you and your business.

  • BS  Business/Accounting - Drexel University
  • JD - Temple University School of Law
  • CLU® & ChFC® - American College
  • CFP® - College for Financial Planning
  • AIF® - Accredited Investment Fiduciary
  • CPFA - Certified Plan Fiduciary Advisor
  • Equitable At Retirementsm education program -
    The Wharton School of the University of Pennsylvania

 

Member of numerous professional associations including the Society of Financial Services Professionals, and the National Association of Plan Advisors.

CA Insurance License #0778774

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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