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

Your life, the markets and the world in which we live are constantly changing. Financial planning is an ongoing process. We work with you to understand your current situation, expand your financial horizons, determine your specific needs, organize your finances and create a personalized strategy. Then we provide the discipline and emotional objectivity to implement, monitor and adjust your plans to ensure you realize your short-term goals and achieve your long-term dreams.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

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, Asset Allocation, Estate Planning, Investment Management, Retirement

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Helpful Financial Planning Resources