Mark Bova, CFP<sup>&reg;</sup> - Financial Advisor

Mark Bova, CFP®

CIMA®

Co-founder, Financial Advisor

Lenity Financial, Inc.

724 W State St, Suite A
Geneva, IL 60134-2107
FINANCIAL ADVISOR'S WEBSITE
(630) 948-3330 CONNECT WITH Mark
  • facebook link
  • twitter link
  • linkedin link

General

Mark Bova is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lenity Financial, Inc. in Geneva, IL and the surrounding communities.

Financial Advisor Overview

Lenity Financial, Inc. is here for... Individuals, entrepreneurs, professionals, business owners and families looking for solid guidance to achieve their wealth dream and goals. Bringing compassion and analytical research to the table, we use a planning-based approach to provide a foundation for a stable financial future for our clients. We collaborate with you to achieve your goals using a Fee-Only approach and wealth management that is deeply rooted in the financial planning process.

More

Financial Advisor Experience

Lisa Conrath-Bova and Mark Bova met while working as financial advisors at Merrill Lynch and have been married 22 years. They have been Geneva, Illinois residents for 21 of those years. Lisa and Mark wanted to make their passion for financial advising into their own business by collaborating with entrepreneurs, professionals and business owners to create an environment where you and your family can more easily achieve a financially sustainable and healthful lifestyle. This duo has more than 50 years of combined experience. Lisa, who was previously a vice president of investments and business financial advisor, brings compassion, creativity, a strong passion for the environment and a focus on a healthful lifestyle. The other half of this remarkable pair, Mark, brings his pragmatic, focused, and process-oriented mind. He is a Certified Financial Planner™ as well as a Certified Investment Management Analyst™. They are compassionate and knowledgeable wealth managers whose process is rooted in financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources