Mark F. Swingle,  CFP<sup>&reg;</sup> - Financial Advisor

Mark F. Swingle, CFP®

Principal

Westfield Financial Planning

316 East Broad Street
Westfield, NJ 07090-2122
FINANCIAL ADVISOR'S WEBSITE
(908) 379-2706 CONNECT WITH Mark
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General

Mark Swingle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Westfield Financial Planning in Westfield, NJ and the surrounding communities.

Financial Advisor Overview

Financial planning is an ongoing process and we are committed to helping you develop, believe in and execute a simple and sound financial plan. We offer personally tailored unbiased, independent financial and investment advice. We begin by partnering with you so we can understand your life situation. From there, we work with your tax accountant, estate attorney and insurance broker to ensure we can provide a full picture of your financial situation when making a plan.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Westfield Financial Planning is an independent Register Investment Advisor (RIA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Special Needs

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Helpful Financial Planning Resources